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Dynasty Wealth Management, LLC: UBER position timeline

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

Dynasty Wealth Management, LLC held 31,159 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,159 shares
    Change vs previous 13F -14,386 shares

    0.02% of the 13F portfolio, value $2,248,433.

    13F-HR 0001727599-26-000004 filed by Dynasty 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 45,545 shares
    Change vs previous 13F -8,156 shares

    0.03% of the 13F portfolio, value $3,276,052.

    13F-HR 0001727599-26-000003 filed by Dynasty 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 53,701 shares
    Change vs previous 13F +789 shares

    0.04% of the 13F portfolio, value $4,387,908.

    13F-HR 0001727599-26-000002 filed by Dynasty 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 52,912 shares
    Change vs previous 13F +32,025 shares

    0.07% of the 13F portfolio, value $5,183,746.

    13F-HR 0001727599-25-000007 filed by Dynasty 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 20,887 shares
    Change vs previous 13F -6,268 shares

    0.03% of the 13F portfolio, value $1,948,714.

    13F-HR 0001727599-25-000006 filed by Dynasty 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 27,155 shares
    Change vs previous 13F +10,395 shares

    0.03% of the 13F portfolio, value $1,978,513.

    13F-HR 0001727599-25-000005 filed by Dynasty 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 16,760 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,010,963.

    13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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