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Uptown Financial Advisors LLC: VEA position timeline

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

Uptown Financial Advisors LLC held 53,094 VEA 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 53,094 shares
    Change vs previous 13F -1,215 shares

    2.77% of the 13F portfolio, value $3,782,981.

    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 54,309 shares
    Change vs previous 13F +710 shares

    2.81% of the 13F portfolio, value $3,480,132.

    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 53,599 shares
    Change vs previous 13F +1,877 shares

    2.85% of the 13F portfolio, value $3,348,330.

    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 51,722 shares
    Change vs previous 13F +47 shares

    2.72% of the 13F portfolio, value $3,099,192.

    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 51,675 shares
    Change vs previous 13F +2,628 shares

    2.74% of the 13F portfolio, value $2,946,036.

    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 49,047 shares
    Change vs previous 13F +1,504 shares

    2.58% of the 13F portfolio, value $2,493,094.

    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 47,543 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,273,537.

    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).