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Disclosery

Annex Advisory Services, LLC: UBER position timeline

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

Annex Advisory Services, LLC held 525,251 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 525,251 shares
    Change vs previous 13F -11,214 shares

    0.65% of the 13F portfolio, value $37,902,087.

    13F-HR 0001542287-26-000003 filed by Annex 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 536,465 shares
    Change vs previous 13F -82,728 shares

    0.72% of the 13F portfolio, value $38,587,903.

    13F-HR 0001542287-26-000002 filed by Annex 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 619,193 shares
    Change vs previous 13F +31,273 shares

    0.97% of the 13F portfolio, value $50,594,231.

    13F-HR 0001542287-26-000001 filed by Annex 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 587,920 shares
    Change vs previous 13F +35,258 shares

    1.23% of the 13F portfolio, value $57,598,495.

    13F-HR 0001542287-25-000002 filed by Annex 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 552,662 shares
    Change vs previous 13F +145,071 shares

    1.24% of the 13F portfolio, value $51,563,346.

    13F-HR 0001085146-25-003756 filed by Annex 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 407,591 shares
    Change vs previous 13F +159,248 shares

    0.84% of the 13F portfolio, value $29,697,066.

    13F-HR 0001085146-25-002042 filed by Annex 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 248,343 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $14,980,063.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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