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Disclosery

BSW Wealth Partners: UBER position timeline

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

BSW Wealth Partners held 8,533 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,533 shares
    Change vs previous 13F +307 shares

    0.07% of the 13F portfolio, value $615,712.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 8,226 shares
    Change vs previous 13F -1,814 shares

    0.07% of the 13F portfolio, value $591,667.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 10,040 shares
    Change vs previous 13F -360 shares

    0.1% of the 13F portfolio, value $820,335.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 10,400 shares
    Change vs previous 13F -559 shares

    0.13% of the 13F portfolio, value $1,018,848.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 10,959 shares
    Change vs previous 13F -72 shares

    0.14% of the 13F portfolio, value $1,022,436.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 11,031 shares
    Change vs previous 13F +899 shares

    0.12% of the 13F portfolio, value $803,689.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 10,132 shares
    Change vs previous 13F +207 shares

    0.09% of the 13F portfolio, value $611,135.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 9,925 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $745,932.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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