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Allegiance Financial Group Advisory Services LLC: UBER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allegiance Financial Group Advisory Services LLC on UBER, newest first. How the timeline and the estimate are built.

Allegiance Financial Group Advisory Services LLC held 31,423 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,423 shares
    Change vs previous 13F -2,169 shares

    0.39% of the 13F portfolio, value $2,267,484.

    13F-HR 0001964068-26-000003 filed by Allegiance Financial Group Advisory Services 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 33,592 shares
    Change vs previous 13F +775 shares

    0.48% of the 13F portfolio, value $2,416,273.

    13F-HR 0001964068-26-000002 filed by Allegiance Financial Group Advisory Services 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 32,817 shares
    Change vs previous 13F -42 shares

    0.56% of the 13F portfolio, value $2,681,477.

    13F-HR 0001964068-26-000001 filed by Allegiance Financial Group Advisory Services 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 32,859 shares
    Change vs previous 13F +1,629 shares

    0.74% of the 13F portfolio, value $3,219,196.

    13F-HR 0001964068-25-000002 filed by Allegiance Financial Group Advisory Services 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 31,230 shares
    Change vs previous 13F -1,808 shares

    0.77% of the 13F portfolio, value $2,913,759.

    13F-HR 0001085146-25-004071 filed by Allegiance Financial Group Advisory Services 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 33,038 shares
    Change vs previous 13F +1,352 shares

    0.73% of the 13F portfolio, value $2,407,149.

    13F-HR 0001085146-25-002585 filed by Allegiance Financial Group Advisory Services 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 31,686 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,911,300.

    13F-HR 0001085146-25-000768 filed by Allegiance Financial Group Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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