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Beacon Pointe Advisors, LLC: UBER position timeline

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

Beacon Pointe Advisors, LLC held 224,657 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,657 shares
    Change vs previous 13F -23,701 shares

    0.08% of the 13F portfolio, value $16,211,225.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 248,358 shares
    Change vs previous 13F +108,813 shares

    0.09% of the 13F portfolio, value $17,864,373.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 139,545 shares
    Change vs previous 13F +31,086 shares

    0.08% of the 13F portfolio, value $11,402,237.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 108,459 shares
    Change vs previous 13F -63,390 shares

    0.09% of the 13F portfolio, value $10,625,748.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 171,849 shares
    Change vs previous 13F +18,358 shares

    0.17% of the 13F portfolio, value $16,033,535.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 153,491 shares
    Change vs previous 13F +23,383 shares

    0.13% of the 13F portfolio, value $11,183,345.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 130,108 shares
    Change vs previous 13F +14,215 shares

    0.09% of the 13F portfolio, value $7,848,107.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 115,893 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,710,537.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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