Skip to content
Disclosery

Uptown Financial Advisors LLC: SUB position timeline

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

Uptown Financial Advisors LLC held 1,935 SUB shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $202,285.

    13F-HR 0002066147-26-000005 filed by Uptown Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $206,019.

    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).

  3. period ended2026-03-31
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $206,078.

    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).

  4. period ended2025-12-31
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $206,465.

    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).

  5. period ended2025-09-30
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $206,619.

    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).

  6. period ended2025-06-30
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $205,768.

    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).

  7. period ended2025-03-31
    13F 1,935 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $204,336.

    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).

  8. period ended2024-12-31
    13F 1,935 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $204,104.

    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).