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Disclosery

Circle Wealth Management, LLC: UBER position timeline

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

Circle Wealth Management, LLC held 7,016 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 7,016 shares
    Change vs previous 13F -117 shares

    0.01% of the 13F portfolio, value $506,275.

    13F-HR 0001578242-26-000003 filed by Circle Wealth Management, 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 7,133 shares
    Change vs previous 13F -9,906 shares

    0.01% of the 13F portfolio, value $513,077.

    13F-HR 0001578242-26-000002 filed by Circle Wealth Management, 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 17,039 shares
    Change vs previous 13F -13,324 shares

    0.02% of the 13F portfolio, value $1,392,257.

    13F-HR 0001578242-26-000001 filed by Circle Wealth Management, 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 30,363 shares
    Change vs previous 13F -376 shares

    0.06% of the 13F portfolio, value $2,974,663.

    13F-HR 0001578242-25-000007 filed by Circle Wealth Management, 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 30,739 shares
    Change vs previous 13F +479 shares

    0.06% of the 13F portfolio, value $2,867,949.

    13F-HR 0001578242-25-000003 filed by Circle Wealth Management, 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 30,260 shares
    Change vs previous 13F +942 shares

    0.05% of the 13F portfolio, value $2,204,744.

    13F-HR 0001578242-25-000002 filed by Circle Wealth Management, 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 29,318 shares
    Change vs previous 13F -2,678 shares

    0.04% of the 13F portfolio, value $1,768,462.

    13F-HR 0001578242-25-000001 filed by Circle Wealth Management, 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 31,996 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,404,820.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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