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Disclosery

Clearstead Trust, LLC: UBER position timeline

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

Clearstead Trust, LLC held 16,767 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 16,767 shares
    Change vs previous 13F -8,128 shares

    0.16% of the 13F portfolio, value $1,209,907.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 24,895 shares
    Change vs previous 13F +22 shares

    0.29% of the 13F portfolio, value $1,790,698.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 24,873 shares
    Change vs previous 13F -882 shares

    0.32% of the 13F portfolio, value $2,032,373.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 25,755 shares
    Change vs previous 13F -226 shares

    0.43% of the 13F portfolio, value $2,523,218.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 25,981 shares
    Change vs previous 13F +130 shares

    0.46% of the 13F portfolio, value $2,424,028.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 25,851 shares
    Change vs previous 13F +89 shares

    0.42% of the 13F portfolio, value $1,883,505.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 25,762 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,553,965.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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