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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

  1. period ended2026-06-30
    13F 16,946 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 16,591 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 33,471 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 33,186 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 17,750 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 24,157 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 26,202 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 30,588 shares
    Change 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), ingested

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