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Avitas Wealth Management LLC: UBER position timeline

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

Avitas Wealth Management LLC held 52,178 UBER shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 52,178 shares
    Change vs previous 13F -522 shares

    0.44% of the 13F portfolio, value $3,147,377.

    13F-HR 0001734565-25-000001 filed by Avitas 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 ended2024-09-30
    13F 52,700 shares
    Change vs previous 13F -1,157 shares

    0.56% of the 13F portfolio, value $3,960,932.

    13F-HR 0001734565-24-000007 filed by Avitas 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 ended2024-06-30
    13F 53,857 shares
    Change vs previous 13F -1,046 shares

    0.57% of the 13F portfolio, value $3,914,327.

    13F-HR 0001734565-24-000004 filed by Avitas 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 ended2024-03-31
    13F 54,903 shares
    Change vs previous 13F -104 shares

    0.64% of the 13F portfolio, value $4,226,982.

    13F-HR 0001734565-24-000003 filed by Avitas 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 ended2023-12-31
    13F 55,007 shares
    Change vs previous 13F +875 shares

    0.57% of the 13F portfolio, value $3,386,781.

    13F-HR 0001734565-24-000001 filed by Avitas 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 ended2023-09-30
    13F 54,132 shares
    Change vs previous 13F +6,902 shares

    0.47% of the 13F portfolio, value $2,489,531.

    13F-HR 0001734565-23-000005 filed by Avitas 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 ended2023-06-30
    13F 47,230 shares
    Change vs previous 13F -420 shares

    0.37% of the 13F portfolio, value $2,038,919.

    13F-HR 0001734565-23-000004 filed by Avitas 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 ended2023-03-31
    13F 47,650 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,510,505.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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