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Uptown Financial Advisors LLC: SPY position timeline

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

Uptown Financial Advisors LLC held 3,624 SPY 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 3,624 shares
    Change vs previous 13F -4 shares

    1.98% of the 13F portfolio, value $2,706,294.

    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 3,628 shares
    Change vs previous 13F -16 shares

    1.91% of the 13F portfolio, value $2,359,434.

    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 3,644 shares
    Change vs previous 13F +30 shares

    2.12% of the 13F portfolio, value $2,484,916.

    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 3,614 shares
    Change vs previous 13F +6 shares

    2.12% of the 13F portfolio, value $2,407,575.

    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 3,608 shares
    Change vs previous 13F -147 shares

    2.07% of the 13F portfolio, value $2,229,203.

    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 3,755 shares
    Change vs previous 13F +211 shares

    2.17% of the 13F portfolio, value $2,100,509.

    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 3,544 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $2,077,068.

    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).