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Uptown Financial Advisors LLC: VUG position timeline

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

Uptown Financial Advisors LLC held 186,647 VUG 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 186,647 shares
    Change vs previous 13F +155,264 shares

    11.78% of the 13F portfolio, value $16,077,810.

    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 31,383 shares
    Change vs previous 13F +3,114 shares

    11.09% of the 13F portfolio, value $13,708,055.

    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 28,269 shares
    Change vs previous 13F -2,887 shares

    11.75% of the 13F portfolio, value $13,791,753.

    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 31,156 shares
    Change vs previous 13F -227 shares

    13.14% of the 13F portfolio, value $14,943,209.

    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 31,383 shares
    Change vs previous 13F +853 shares

    12.78% of the 13F portfolio, value $13,758,694.

    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 30,530 shares
    Change vs previous 13F +1,085 shares

    11.7% of the 13F portfolio, value $11,321,461.

    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 29,445 shares
    Change vs previous 13F not available

    13.03% of the 13F portfolio, value $12,086,306.

    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).