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Uptown Financial Advisors LLC → EPDU

Uptown Financial Advisors LLC EPDU Position History

EPDU

Quarters held
4
Latest value
$1.7M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.5M
Q1 2026$1.8M
Q2 2026$1.8M
Q3 2026$1.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.7M47.7K——
Q2 2026$1.8M48.1K——
Q1 2026$1.8M48.1K——
Q4 2025$1.5M48.1K——

Other funds holding EPDU

Other Uptown Financial Advisors LLC positions

VGES

VANGUARD INDEX FDS

$17.1M
VGES

VANGUARD INDEX FDS

$16.1M
VGES

VANGUARD INDEX FDS

$13.8M
VGES

VANGUARD INDEX FDS

$13.7M
ETHA

ISHARES TR

$11.8M
VGES

VANGUARD INDEX FDS

$11.3M
VGES

VANGUARD INDEX FDS

$11.2M
ETHA

ISHARES TR

$10.9M