Skip to content
Disclosery

Uptown Financial Advisors LLC: SPYV position timeline

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

Uptown Financial Advisors LLC held 164,321 SPYV 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 164,321 shares
    Change vs previous 13F +2,435 shares

    7.32% of the 13F portfolio, value $9,989,134.

    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 161,886 shares
    Change vs previous 13F +16,489 shares

    7.41% of the 13F portfolio, value $9,159,566.

    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 145,397 shares
    Change vs previous 13F -1,061 shares

    7.04% of the 13F portfolio, value $8,260,060.

    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 146,458 shares
    Change vs previous 13F +4,314 shares

    7.12% of the 13F portfolio, value $8,103,576.

    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 142,144 shares
    Change vs previous 13F +12,686 shares

    6.91% of the 13F portfolio, value $7,439,869.

    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 129,458 shares
    Change vs previous 13F +2,825 shares

    6.83% of the 13F portfolio, value $6,611,471.

    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 126,633 shares
    Change vs previous 13F not available

    6.98% of the 13F portfolio, value $6,476,113.

    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).