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Uptown Financial Advisors LLC: VDE position timeline

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

Uptown Financial Advisors LLC held 25,298 VDE 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 25,298 shares
    Change vs previous 13F -230 shares

    2.78% of the 13F portfolio, value $3,797,994.

    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 25,528 shares
    Change vs previous 13F +575 shares

    3.57% of the 13F portfolio, value $4,417,401.

    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 24,953 shares
    Change vs previous 13F +893 shares

    2.68% of the 13F portfolio, value $3,142,110.

    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 24,060 shares
    Change vs previous 13F +315 shares

    2.66% of the 13F portfolio, value $3,028,210.

    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 23,745 shares
    Change vs previous 13F +2,483 shares

    2.63% of the 13F portfolio, value $2,828,559.

    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 21,262 shares
    Change vs previous 13F +361 shares

    2.85% of the 13F portfolio, value $2,757,956.

    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 20,901 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $2,535,747.

    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).