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Uptown Financial Advisors LLC → VGES
Uptown Financial Advisors LLC VGES Position History
VGES
Quarters held
67
Latest value
$4M
Q3 2026
Peak value
$17.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4M |
| Q4 2025 | $7.2M |
| Q4 2025 | $3.3M |
| Q4 2025 | $1M |
| Q4 2025 | $1.3M |
| Q4 2025 | $340K |
| Q4 2025 | $2.8M |
| Q4 2025 | $431K |
| Q4 2025 | $3.1M |
| Q4 2025 | $366K |
| Q4 2025 | $460K |
| Q4 2025 | $717K |
| Q4 2025 | $379K |
| Q4 2025 | $9.3M |
| Q4 2025 | $13.8M |
| Q4 2025 | $3.6M |
| Q1 2026 | $4.1M |
| Q1 2026 | $7.9M |
| Q1 2026 | $3.5M |
| Q1 2026 | $961K |
| Q1 2026 | $1.4M |
| Q1 2026 | $360K |
| Q1 2026 | $3M |
| Q1 2026 | $434K |
| Q1 2026 | $4.4M |
| Q1 2026 | $358K |
| Q1 2026 | $439K |
| Q1 2026 | $833K |
| Q1 2026 | $388K |
| Q1 2026 | $10.2M |
| Q1 2026 | $13.7M |
| Q1 2026 | $3.7M |
| Q2 2026 | $4M |
| Q2 2026 | $7.8M |
| Q2 2026 | $3.8M |
| Q2 2026 | $1M |
| Q2 2026 | $1.4M |
| Q2 2026 | $310K |
| Q2 2026 | $3.2M |
| Q2 2026 | $475K |
| Q2 2026 | $3.8M |
| Q2 2026 | $490K |
| Q2 2026 | $504K |
| Q2 2026 | $916K |
| Q2 2026 | $434K |
| Q2 2026 | $11.3M |
| Q2 2026 | $16.1M |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.9M |
| Q3 2026 | $7.6M |
| Q3 2026 | $3.7M |
| Q3 2026 | $1M |
| Q3 2026 | $1.4M |
| Q3 2026 | $310K |
| Q3 2026 | $3.2M |
| Q3 2026 | $478K |
| Q3 2026 | $4.3M |
| Q3 2026 | $515K |
| Q3 2026 | $513K |
| Q3 2026 | $218K |
| Q3 2026 | $370K |
| Q3 2026 | $1.3M |
| Q3 2026 | $856K |
| Q3 2026 | $434K |
| Q3 2026 | $11.2M |
| Q3 2026 | $17.1M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 18.5K | — | — |
| Q3 2026 | $17.1M | 189.9K | — | — |
| Q3 2026 | $11.2M | 142.3K | — | — |
| Q3 2026 | $434K | 1.9K | — | — |
| Q3 2026 | $856K | 9.6K | — | — |
| Q3 2026 | $1.3M | 1.9K | — | — |
| Q3 2026 | $370K | 4.7K | — | — |
| Q3 2026 | $218K | 3.8K | — | — |
| Q3 2026 | $513K | 3.0K | — | — |
| Q3 2026 | $515K | 4.1K | — | — |
| Q3 2026 | $4.3M | 25.1K | — | — |
| Q3 2026 | $478K | 8.1K | — | — |
| Q3 2026 | $3.2M | 20.5K | — | — |
| Q3 2026 | $310K | 7.3K | — | — |
| Q3 2026 | $1.4M | 29.0K | — | — |
| Q3 2026 | $1M | 6.5K | — | — |
| Q3 2026 | $3.7M | 53.0K | — | — |
| Q3 2026 | $7.6M | 99.5K | — | — |
| Q3 2026 | $3.9M | 53.6K | — | — |
| Q2 2026 | $4.1M | 18.7K | — | — |
| Q2 2026 | $16.1M | 186.6K | — | — |
| Q2 2026 | $11.3M | 139.7K | — | — |
| Q2 2026 | $434K | 1.8K | — | — |
| Q2 2026 | $916K | 9.5K | — | — |
| Q2 2026 | $504K | 734 | — | — |
| Q2 2026 | $490K | 4.1K | — | — |
| Q2 2026 | $3.8M | 25.3K | — | — |
| Q2 2026 | $475K | 8.0K | — | — |
| Q2 2026 | $3.2M | 20.9K | — | — |
| Q2 2026 | $310K | 6.9K | — | — |
| Q2 2026 | $1.4M | 29.8K | — | — |
| Q2 2026 | $1M | 6.5K | — | — |
| Q2 2026 | $3.8M | 53.1K | — | — |
| Q2 2026 | $7.8M | 100.2K | — | — |
| Q2 2026 | $4M | 52.7K | — | — |
| Q1 2026 | $3.7M | 19.1K | — | — |
| Q1 2026 | $13.7M | 31.4K | — | — |
| Q1 2026 | $10.2M | 35.5K | — | — |
| Q1 2026 | $388K | 1.8K | — | — |
| Q1 2026 | $833K | 9.4K | — | — |
| Q1 2026 | $439K | 734 | — | — |
| Q1 2026 | $358K | 513 | — | — |
| Q1 2026 | $4.4M | 25.5K | — | — |
| Q1 2026 | $434K | 8.0K | — | — |
| Q1 2026 | $3M | 20.6K | — | — |
| Q1 2026 | $360K | 8.1K | — | — |
| Q1 2026 | $1.4M | 29.9K | — | — |
| Q1 2026 | $961K | 6.5K | — | — |
| Q1 2026 | $3.5M | 54.3K | — | — |
| Q1 2026 | $7.9M | 100.2K | — | — |
| Q1 2026 | $4.1M | 53.7K | — | — |
| Q4 2025 | $3.6M | 19.0K | — | — |
| Q4 2025 | $13.8M | 28.3K | — | — |
| Q4 2025 | $9.3M | 31.9K | — | — |
| Q4 2025 | $379K | 1.8K | — | — |
| Q4 2025 | $717K | 8.1K | — | — |
| Q4 2025 | $460K | 734 | — | — |
| Q4 2025 | $366K | 485 | — | — |
| Q4 2025 | $3.1M | 25.0K | — | — |
| Q4 2025 | $431K | 8.0K | — | — |
| Q4 2025 | $2.8M | 19.2K | — | — |
| Q4 2025 | $340K | 7.4K | — | — |
| Q4 2025 | $1.3M | 27.2K | — | — |
| Q4 2025 | $1M | 7.1K | — | — |
| Q4 2025 | $3.3M | 53.6K | — | — |
| Q4 2025 | $7.2M | 90.9K | — | — |
| Q4 2025 | $4M | 51.4K | — | — |