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Uptown Financial Advisors LLC: SCHF position timeline

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

Uptown Financial Advisors LLC held 181,155 SCHF 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 181,155 shares
    Change vs previous 13F -3,898 shares

    3.68% of the 13F portfolio, value $5,018,004.

    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 185,053 shares
    Change vs previous 13F +26,038 shares

    3.7% of the 13F portfolio, value $4,580,064.

    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 159,015 shares
    Change vs previous 13F +7,050 shares

    3.26% of the 13F portfolio, value $3,822,723.

    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 151,965 shares
    Change vs previous 13F +3,284 shares

    3.11% of the 13F portfolio, value $3,537,752.

    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 148,681 shares
    Change vs previous 13F +224 shares

    3.05% of the 13F portfolio, value $3,285,856.

    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 148,457 shares
    Change vs previous 13F +19,110 shares

    3.03% of the 13F portfolio, value $2,936,499.

    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 129,347 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,392,960.

    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).