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BALLAST ADVISORS LLC: UBER position timeline

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

BALLAST ADVISORS LLC held 63,899 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,899 shares
    Change vs previous 13F -1,000 shares

    1.1% of the 13F portfolio, value $4,610,952.

    13F-HR 0001398344-26-014147 filed by BALLAST ADVISORS 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/A 64,899 shares
    Change vs previous 13F +388 shares

    1.36% of the 13F portfolio, value $4,668,185.

    13F-HR/A 0001803415-26-000003 filed by BALLAST ADVISORS 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 64,511 shares
    Change vs previous 13F -6,540 shares

    1.45% of the 13F portfolio, value $5,271,194.

    13F-HR 0001398344-26-001934 filed by BALLAST ADVISORS 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 71,051 shares
    Change vs previous 13F -2,869 shares

    1.92% of the 13F portfolio, value $6,960,866.

    13F-HR 0001398344-25-020738 filed by BALLAST ADVISORS 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 73,920 shares
    Change vs previous 13F +249 shares

    2.03% of the 13F portfolio, value $6,896,736.

    13F-HR 0001398344-25-014247 filed by BALLAST ADVISORS 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 73,671 shares
    Change vs previous 13F +3,066 shares

    1.71% of the 13F portfolio, value $5,367,669.

    13F-HR 0001398344-25-008869 filed by BALLAST ADVISORS 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 70,605 shares
    Change vs previous 13F -5,373 shares

    1.31% of the 13F portfolio, value $4,258,894.

    13F-HR 0001398344-25-002400 filed by BALLAST ADVISORS 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 75,978 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $5,710,506.

    13F-HR 0001398344-24-019649 filed by BALLAST ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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