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Disclosery

BFSG, LLC: UBER position timeline

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

BFSG, LLC held 37,462 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,462 shares
    Change vs previous 13F -64 shares

    0.24% of the 13F portfolio, value $2,703,258.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 37,526 shares
    Change vs previous 13F +10,299 shares

    0.26% of the 13F portfolio, value $2,699,246.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 27,227 shares
    Change vs previous 13F +4,302 shares

    0.22% of the 13F portfolio, value $2,224,719.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 22,925 shares
    Change vs previous 13F +1,604 shares

    0.22% of the 13F portfolio, value $2,245,963.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 21,321 shares
    Change vs previous 13F +2,233 shares

    0.22% of the 13F portfolio, value $1,989,250.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 19,088 shares
    Change vs previous 13F +18,588 shares

    0.17% of the 13F portfolio, value $1,390,752.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 500 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $30,160.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $37,580.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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