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CIK 0002066147 • 8 13F filings • Apr 29, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("uptown-financial-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-002439 |
| $92.7M |
| View |
| Oct 15, 2025 | Q3 2025 | 13F-HR | 0002066147-25-000001 | $121.4M | View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0002066147-26-000003 | $151.9M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003710 | $116.7M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002066147-26-000002 | $125.9M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002628 | $98.0M | View |