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Disclosery

Grassi Investment Management: UBER position timeline

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

Grassi Investment Management held 110,550 UBER shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 110,550 shares
    Change vs previous 13F -2,975 shares

    0.82% of the 13F portfolio, value $10,314,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 113,525 shares
    Change vs previous 13F +15,600 shares

    0.77% of the 13F portfolio, value $8,271,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 97,925 shares
    Change vs previous 13F +500 shares

    0.5% of the 13F portfolio, value $5,907,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 97,425 shares
    Change vs previous 13F +3,225 shares

    0.63% of the 13F portfolio, value $7,322,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 94,200 shares
    Change vs previous 13F +400 shares

    0.61% of the 13F portfolio, value $6,846,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 93,800 shares
    Change vs previous 13F -19,900 shares

    0.65% of the 13F portfolio, value $7,222,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 113,700 shares
    Change vs previous 13F -80,425 shares

    0.73% of the 13F portfolio, value $7,001,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 194,125 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $8,928,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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