Skip to content
Disclosery

Uptown Financial Advisors LLC: VTV position timeline

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

Uptown Financial Advisors LLC held 18,712 VTV 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 18,712 shares
    Change vs previous 13F -386 shares

    2.99% of the 13F portfolio, value $4,077,958.

    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 19,098 shares
    Change vs previous 13F +114 shares

    3.03% of the 13F portfolio, value $3,747,060.

    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 18,984 shares
    Change vs previous 13F -505 shares

    3.09% of the 13F portfolio, value $3,625,754.

    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 19,489 shares
    Change vs previous 13F -242 shares

    3.2% of the 13F portfolio, value $3,634,541.

    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 19,731 shares
    Change vs previous 13F -586 shares

    3.24% of the 13F portfolio, value $3,487,401.

    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 20,317 shares
    Change vs previous 13F -61 shares

    3.63% of the 13F portfolio, value $3,509,700.

    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 20,378 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $3,450,064.

    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).