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Disclosery

AE Wealth Management LLC: UBER position timeline

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

AE Wealth Management LLC held 62,993 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,993 shares
    Change vs previous 13F +3,536 shares

    0.02% of the 13F portfolio, value $4,545,552.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 59,457 shares
    Change vs previous 13F -173,560 shares

    0.02% of the 13F portfolio, value $4,276,674.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 233,017 shares
    Change vs previous 13F -68,718 shares

    0.11% of the 13F portfolio, value $19,039,799.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 301,735 shares
    Change vs previous 13F +27,073 shares

    0.19% of the 13F portfolio, value $29,560,978.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 274,662 shares
    Change vs previous 13F +121,233 shares

    0.19% of the 13F portfolio, value $25,625,973.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 153,429 shares
    Change vs previous 13F +2,495 shares

    0.09% of the 13F portfolio, value $11,178,866.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 150,934 shares
    Change vs previous 13F +16,698 shares

    0.08% of the 13F portfolio, value $9,104,339.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 134,236 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $10,089,210.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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