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Disclosery

Dakota Wealth Management: UBER position timeline

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

Dakota Wealth Management held 46,392 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,392 shares
    Change vs previous 13F +16,304 shares

    0.06% of the 13F portfolio, value $3,347,648.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 30,088 shares
    Change vs previous 13F -70,563 shares

    0.05% of the 13F portfolio, value $2,164,230.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 100,651 shares
    Change vs previous 13F -2,086 shares

    0.15% of the 13F portfolio, value $8,224,194.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 102,737 shares
    Change vs previous 13F +43,876 shares

    0.2% of the 13F portfolio, value $10,065,145.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 58,861 shares
    Change vs previous 13F +10,408 shares

    0.12% of the 13F portfolio, value $5,491,733.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 48,453 shares
    Change vs previous 13F -2,607 shares

    0.08% of the 13F portfolio, value $3,530,286.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 51,060 shares
    Change vs previous 13F +1,817 shares

    0.07% of the 13F portfolio, value $3,079,940.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 49,243 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,701,105.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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