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Disclosery

Bogart Wealth, LLC: UBER position timeline

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

Bogart Wealth, LLC held 101,294 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,294 shares
    Change vs previous 13F +3,247 shares

    0.25% of the 13F portfolio, value $7,309,375.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 98,047 shares
    Change vs previous 13F +3,285 shares

    0.27% of the 13F portfolio, value $7,052,521.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 94,762 shares
    Change vs previous 13F +2,572 shares

    0.31% of the 13F portfolio, value $7,743,003.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 92,190 shares
    Change vs previous 13F +491 shares

    0.37% of the 13F portfolio, value $9,031,854.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 91,699 shares
    Change vs previous 13F +149 shares

    0.37% of the 13F portfolio, value $8,555,517.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 91,550 shares
    Change vs previous 13F -46,165 shares

    0.31% of the 13F portfolio, value $6,670,333.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 137,715 shares
    Change vs previous 13F +16,185 shares

    0.39% of the 13F portfolio, value $8,306,969.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 121,530 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $9,134,195.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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