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Greystone Financial Group, LLC: UBER position timeline

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

Greystone Financial Group, LLC held 9,602 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 9,602 shares
    Change vs previous 13F -807 shares

    0.19% of the 13F portfolio, value $692,880.

    13F-HR 0001845302-26-000008 filed by Greystone Financial Group, 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 10,409 shares
    Change vs previous 13F -19,385 shares

    0.21% of the 13F portfolio, value $748,719.

    13F-HR 0001845302-26-000006 filed by Greystone Financial Group, 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 29,794 shares
    Change vs previous 13F +2,642 shares

    0.38% of the 13F portfolio, value $2,434,468.

    13F-HR 0001845302-26-000004 filed by Greystone Financial Group, 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 27,152 shares
    Change vs previous 13F +1,762 shares

    0.41% of the 13F portfolio, value $2,660,081.

    13F-HR 0001845302-25-000011 filed by Greystone Financial Group, 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 25,390 shares
    Change vs previous 13F -631 shares

    0.39% of the 13F portfolio, value $2,368,887.

    13F-HR 0001845302-25-000007 filed by Greystone Financial Group, 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 26,021 shares
    Change vs previous 13F +2,039 shares

    0.34% of the 13F portfolio, value $1,895,890.

    13F-HR 0001845302-25-000005 filed by Greystone Financial Group, 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 23,982 shares
    Change vs previous 13F +13,452 shares

    0.25% of the 13F portfolio, value $1,446,594.

    13F-HR 0001845302-25-000003 filed by Greystone Financial Group, 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 10,530 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $791,435.

    13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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