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Disclosery

Urban Financial Advisory Corp: SPY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Urban Financial Advisory Corp on SPY, newest first. How the timeline and the estimate are built.

Urban Financial Advisory Corp held 135,251 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,251 shares
    Change vs previous 13F -849 shares

    27.83% of the 13F portfolio, value $101,001,693.

    13F-HR 0002005378-26-000004 filed by Urban Financial Advisory Corp
    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 136,100 shares
    Change vs previous 13F -5,578 shares

    31.29% of the 13F portfolio, value $88,511,050.

    13F-HR 0002005378-26-000002 filed by Urban Financial Advisory Corp
    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 141,678 shares
    Change vs previous 13F -420 shares

    37.94% of the 13F portfolio, value $96,613,005.

    13F-HR 0002005378-26-000001 filed by Urban Financial Advisory Corp
    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 142,098 shares
    Change vs previous 13F +503 shares

    44.1% of the 13F portfolio, value $94,662,687.

    13F-HR 0002005378-25-000006 filed by Urban Financial Advisory Corp
    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 141,595 shares
    Change vs previous 13F -231 shares

    43.97% of the 13F portfolio, value $87,484,422.

    13F-HR 0002005378-25-000003 filed by Urban Financial Advisory Corp
    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 141,826 shares
    Change vs previous 13F -1,315 shares

    43.84% of the 13F portfolio, value $79,336,164.

    13F-HR 0002005378-25-000002 filed by Urban Financial Advisory Corp
    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 143,141 shares
    Change vs previous 13F +1,568 shares

    46.09% of the 13F portfolio, value $83,892,168.

    13F-HR 0002005378-25-000001 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 141,573 shares
    Change vs previous 13F not available

    44.81% of the 13F portfolio, value $81,229,188.

    13F-HR 0002005378-24-000004 filed by Urban Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).