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Uptown Financial Advisors LLC: SPEM position timeline

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

Uptown Financial Advisors LLC held 155,992 SPEM 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 155,992 shares
    Change vs previous 13F -111 shares

    5.92% of the 13F portfolio, value $8,077,316.

    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 156,103 shares
    Change vs previous 13F +12,903 shares

    5.92% of the 13F portfolio, value $7,322,834.

    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 143,200 shares
    Change vs previous 13F +2,030 shares

    5.71% of the 13F portfolio, value $6,703,235.

    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 141,170 shares
    Change vs previous 13F +1,256 shares

    5.81% of the 13F portfolio, value $6,608,179.

    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 139,914 shares
    Change vs previous 13F -2,840 shares

    5.56% of the 13F portfolio, value $5,979,934.

    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 142,754 shares
    Change vs previous 13F +5,553 shares

    5.81% of the 13F portfolio, value $5,620,264.

    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 137,201 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $5,264,443.

    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).