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Uptown Financial Advisors LLC: XLE position timeline

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

Uptown Financial Advisors LLC held 5,603 XLE 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 5,603 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $297,607.

    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 5,600 shares
    Change vs previous 13F +43 shares

    0.28% of the 13F portfolio, value $343,088.

    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 5,557 shares
    Change vs previous 13F +2,750 shares

    0.21% of the 13F portfolio, value $248,491.

    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 2,807 shares
    Change vs previous 13F -9 shares

    0.22% of the 13F portfolio, value $250,858.

    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 2,816 shares
    Change vs previous 13F +17 shares

    0.22% of the 13F portfolio, value $240,891.

    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 2,799 shares
    Change vs previous 13F +102 shares

    0.27% of the 13F portfolio, value $261,614.

    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 2,697 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $231,104.

    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).