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Uptown Financial Advisors LLC: VSS position timeline

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

Uptown Financial Advisors LLC held 20,899 VSS 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 20,899 shares
    Change vs previous 13F +280 shares

    2.36% of the 13F portfolio, value $3,224,661.

    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 20,619 shares
    Change vs previous 13F +1,385 shares

    2.43% of the 13F portfolio, value $3,006,190.

    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 19,234 shares
    Change vs previous 13F +530 shares

    2.35% of the 13F portfolio, value $2,756,952.

    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 18,704 shares
    Change vs previous 13F +283 shares

    2.34% of the 13F portfolio, value $2,666,397.

    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 18,421 shares
    Change vs previous 13F -596 shares

    2.3% of the 13F portfolio, value $2,475,732.

    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 19,017 shares
    Change vs previous 13F +469 shares

    2.27% of the 13F portfolio, value $2,198,481.

    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 18,548 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $2,123,489.

    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).