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Uptown Financial Advisors LLC: NVDA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Uptown Financial Advisors LLC on NVDA, newest first. How the timeline and the estimate are built.

Uptown Financial Advisors LLC held 10,646 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,646 shares
    Change vs previous 13F +20 shares

    1.56% of the 13F portfolio, value $2,130,161.

    13F-HR 0002066147-26-000003 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,626 shares
    Change vs previous 13F +796 shares

    1.5% of the 13F portfolio, value $1,853,199.

    13F-HR 0002066147-26-000002 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,830 shares
    Change vs previous 13F -127 shares

    1.56% of the 13F portfolio, value $1,833,324.

    13F-HR 0002066147-26-000001 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,957 shares
    Change vs previous 13F +638 shares

    1.63% of the 13F portfolio, value $1,857,792.

    13F-HR 0002066147-25-000001 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,319 shares
    Change vs previous 13F +2,556 shares

    1.37% of the 13F portfolio, value $1,472,314.

    13F-HR 0001085146-25-003710 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,763 shares
    Change vs previous 13F +939 shares

    0.76% of the 13F portfolio, value $732,975.

    13F-HR 0001085146-25-002628 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,824 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $782,107.

    13F-HR 0001085146-25-002439 filed by Uptown Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).