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Uptown Financial Advisors LLC: SPYG position timeline

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

Uptown Financial Advisors LLC held 47,799 SPYG 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 47,799 shares
    Change vs previous 13F -61 shares

    4.17% of the 13F portfolio, value $5,687,603.

    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 47,860 shares
    Change vs previous 13F -477 shares

    3.79% of the 13F portfolio, value $4,685,973.

    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 48,337 shares
    Change vs previous 13F -1,152 shares

    4.39% of the 13F portfolio, value $5,157,558.

    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 49,489 shares
    Change vs previous 13F +79 shares

    4.55% of the 13F portfolio, value $5,172,095.

    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 49,410 shares
    Change vs previous 13F +5,042 shares

    4.38% of the 13F portfolio, value $4,709,761.

    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 44,368 shares
    Change vs previous 13F +530 shares

    3.68% of the 13F portfolio, value $3,565,856.

    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 43,838 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $3,853,362.

    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).