EPG Wealth Management LLC: UBER position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EPG Wealth Management LLC on UBER, newest first. How the timeline and the estimate are built.
EPG Wealth Management LLC held 16,946 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 16,946 sharesChange vs previous 13F +355 shares
0.29% of the 13F portfolio, value $1,222,823.
13F-HR 0001398344-26-012859 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,591 sharesChange vs previous 13F -16,880 shares
0.32% of the 13F portfolio, value $1,193,391.
13F-HR 0001398344-26-008638 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 33,471 sharesChange vs previous 13F +285 shares
0.74% of the 13F portfolio, value $2,734,915.
13F-HR 0001398344-26-001448 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,186 sharesChange vs previous 13F +15,436 shares
0.9% of the 13F portfolio, value $3,251,232.
13F-HR 0001398344-25-020156 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,750 sharesChange vs previous 13F -6,407 shares
0.5% of the 13F portfolio, value $1,656,075.
13F-HR 0001398344-25-014488 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,157 sharesChange vs previous 13F -2,045 shares
0.49% of the 13F portfolio, value $1,760,079.
13F-HR 0001398344-25-009249 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 26,202 sharesChange vs previous 13F -4,386 shares
0.42% of the 13F portfolio, value $1,580,507.
13F-HR 0001398344-25-002786 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,588 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $2,298,996.
13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).