Uptown Financial Advisors LLCETFConcentrated long-term

CIK: 0002066147 | DALLAS, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	77	$140.1M	2026-10-15	SEC ↗
Q2 2026	13F-HR	88	$151.9M	2026-07-10	SEC ↗
Q1 2026	13F-HR	76	$125.9M	2026-04-13	SEC ↗
Q4 2025	13F-HR	78	$139.6M	2026-01-23	SEC ↗
Q3 2025	13F-HR	74	$121.4M	2025-10-15	SEC ↗
Q2 2025	13F-HR	75	$116.7M	2025-07-10	SEC ↗
Q1 2025	13F-HR	70	$98.0M	2025-05-06	SEC ↗
Q4 2024	13F-HR	65	$92.7M	2025-04-29	SEC ↗