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1858 WEALTH MANAGEMENT, LLC: UBER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on UBER, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 29,707 UBER shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 29,707 shares
    Change vs previous 13F -1,540 shares

    2.04% of the 13F portfolio, value $2,910,395.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 31,247 shares
    Change vs previous 13F -2,130 shares

    2.15% of the 13F portfolio, value $2,915,345.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 33,377 shares
    Change vs previous 13F +7,392 shares

    2.06% of the 13F portfolio, value $2,431,848.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 25,985 shares
    Change vs previous 13F -4,318 shares

    1.24% of the 13F portfolio, value $1,567,415.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 30,303 shares
    Change vs previous 13F -903 shares

    1.87% of the 13F portfolio, value $2,277,536.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 31,206 shares
    Change vs previous 13F +5,070 shares

    1.88% of the 13F portfolio, value $2,268,052.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 26,136 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $1,609,194.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 26,136 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,609,194.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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