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Clearstead Advisors, LLC: UBER position timeline

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

Clearstead Advisors, LLC held 210,974 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,974 shares
    Change vs previous 13F -45,534 shares

    0.14% of the 13F portfolio, value $15,223,829.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 256,508 shares
    Change vs previous 13F +11,769 shares

    0.17% of the 13F portfolio, value $18,450,620.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 244,739 shares
    Change vs previous 13F +5,281 shares

    0.25% of the 13F portfolio, value $19,997,622.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 239,458 shares
    Change vs previous 13F -12,239 shares

    0.34% of the 13F portfolio, value $23,459,698.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 251,697 shares
    Change vs previous 13F +7,582 shares

    0.33% of the 13F portfolio, value $23,483,282.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 244,115 shares
    Change vs previous 13F +214,826 shares

    0.28% of the 13F portfolio, value $17,786,183.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 29,289 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $1,766,683.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 29,430 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,211,922.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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