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Emergent Wealth Advisors, LLC: UBER position timeline

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

Emergent Wealth Advisors, LLC held 8,155 UBER shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,155 shares
    Change vs previous 13F -2,753 shares

    0.29% of the 13F portfolio, value $558,699.

    13F-HR 0001754960-26-000827 filed by Emergent Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,908 shares
    Change vs previous 13F -1,693 shares

    0.39% of the 13F portfolio, value $755,587.

    13F-HR 0001754960-26-000491 filed by Emergent Wealth 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 ended2026-03-31
    13F 12,601 shares
    Change vs previous 13F -4,083 shares

    0.54% of the 13F portfolio, value $906,390.

    13F-HR 0001754960-26-000207 filed by Emergent Wealth 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 ended2025-12-31
    13F 16,684 shares
    Change vs previous 13F -677 shares

    0.77% of the 13F portfolio, value $1,363,250.

    13F-HR 0001754960-26-000055 filed by Emergent Wealth 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 ended2025-09-30
    13F 17,361 shares
    Change vs previous 13F +114 shares

    0.99% of the 13F portfolio, value $1,700,857.

    13F-HR 0001754960-25-000736 filed by Emergent Wealth 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 ended2025-06-30
    13F 17,247 shares
    Change vs previous 13F +1,037 shares

    1.04% of the 13F portfolio, value $1,627,525.

    13F-HR 0001754960-25-000735 filed by Emergent Wealth 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 ended2025-03-31
    13F 16,210 shares
    Change vs previous 13F +1,040 shares

    0.86% of the 13F portfolio, value $1,181,061.

    13F-HR 0001754960-25-000734 filed by Emergent Wealth 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 ended2024-12-31
    13F 15,170 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $915,054.

    13F-HR 0001754960-25-000733 filed by Emergent Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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