Skip to content

AVANTAX ADVISORY SERVICES, INC.: UBER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on UBER, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 123,995 UBER shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 123,995 shares
    Change vs previous 13F +4,439 shares

    0.06% of the 13F portfolio, value $11,568,753.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 119,556 shares
    Change vs previous 13F +19,799 shares

    0.05% of the 13F portfolio, value $8,710,866.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 99,757 shares
    Change vs previous 13F +3,484 shares

    0.04% of the 13F portfolio, value $6,017,355.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 96,273 shares
    Change vs previous 13F +9,312 shares

    0.05% of the 13F portfolio, value $7,235,895.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 86,961 shares
    Change vs previous 13F +61,792 shares

    0.05% of the 13F portfolio, value $6,320,325.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 25,169 shares
    Change vs previous 13F +4,898 shares

    0.02% of the 13F portfolio, value $1,937,761.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 20,271 shares
    Change vs previous 13F +3,819 shares

    0.01% of the 13F portfolio, value $1,248,085.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 16,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $756,627.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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