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Uptown Financial Advisors LLC: VNQ position timeline

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

Uptown Financial Advisors LLC held 9,551 VNQ 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 9,551 shares
    Change vs previous 13F +52 shares

    0.61% of the 13F portfolio, value $856,122.

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

  2. period ended2026-06-30
    13F 9,499 shares
    Change vs previous 13F +105 shares

    0.67% of the 13F portfolio, value $916,072.

    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 9,394 shares
    Change vs previous 13F +1,293 shares

    0.67% of the 13F portfolio, value $833,316.

    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 8,101 shares
    Change vs previous 13F +789 shares

    0.61% of the 13F portfolio, value $716,946.

    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 7,312 shares
    Change vs previous 13F +15 shares

    0.59% of the 13F portfolio, value $668,554.

    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 7,297 shares
    Change vs previous 13F -59 shares

    0.6% of the 13F portfolio, value $649,960.

    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 7,356 shares
    Change vs previous 13F +164 shares

    0.69% of the 13F portfolio, value $666,103.

    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 7,192 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $640,841.

    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).