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Consilium Wealth Advisory, LLC: UBER position timeline

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

Consilium Wealth Advisory, LLC held 15,657 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,657 shares
    Change vs previous 13F +6,327 shares

    0.34% of the 13F portfolio, value $1,129,809.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 9,330 shares
    Change vs previous 13F -2,142 shares

    0.23% of the 13F portfolio, value $671,107.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 11,472 shares
    Change vs previous 13F +390 shares

    0.35% of the 13F portfolio, value $937,377.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 11,082 shares
    Change vs previous 13F +58 shares

    0.42% of the 13F portfolio, value $1,085,704.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 11,024 shares
    Change vs previous 13F +4,063 shares

    0.43% of the 13F portfolio, value $1,028,539.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 6,961 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $507,178.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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