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Uptown Financial Advisors LLC: XLU position timeline

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

Uptown Financial Advisors LLC held 53,969 XLU 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 53,969 shares
    Change vs previous 13F +8,734 shares

    1.79% of the 13F portfolio, value $2,446,993.

    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 45,235 shares
    Change vs previous 13F +3,945 shares

    1.68% of the 13F portfolio, value $2,075,863.

    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 41,290 shares
    Change vs previous 13F +24,430 shares

    1.5% of the 13F portfolio, value $1,762,711.

    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 16,860 shares
    Change vs previous 13F +380 shares

    1.29% of the 13F portfolio, value $1,470,429.

    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 16,480 shares
    Change vs previous 13F +3,715 shares

    1.25% of the 13F portfolio, value $1,346,810.

    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 12,765 shares
    Change vs previous 13F +6,495 shares

    1.04% of the 13F portfolio, value $1,006,591.

    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 6,270 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $474,870.

    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).