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Disclosery

Uptown Financial Advisors LLC: VO position timeline

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

Uptown Financial Advisors LLC held 139,720 VO 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 139,720 shares
    Change vs previous 13F +104,270 shares

    8.25% of the 13F portfolio, value $11,257,303.

    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 35,450 shares
    Change vs previous 13F +3,544 shares

    8.23% of the 13F portfolio, value $10,180,607.

    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 31,906 shares
    Change vs previous 13F +493 shares

    7.89% of the 13F portfolio, value $9,259,930.

    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 31,413 shares
    Change vs previous 13F +169 shares

    8.11% of the 13F portfolio, value $9,227,395.

    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 31,244 shares
    Change vs previous 13F -307 shares

    8.12% of the 13F portfolio, value $8,743,288.

    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 31,551 shares
    Change vs previous 13F +2,119 shares

    8.43% of the 13F portfolio, value $8,159,978.

    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 29,432 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $7,774,397.

    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).