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Disclosery

HB Wealth Management, LLC: UBER position timeline

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

HB Wealth Management, LLC held 151,147 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,147 shares
    Change vs previous 13F -20,011 shares

    0.06% of the 13F portfolio, value $10,906,774.

    13F-HR 0001172661-26-002920 filed by HB 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 171,158 shares
    Change vs previous 13F -9,643 shares

    0.08% of the 13F portfolio, value $12,311,459.

    13F-HR 0001172661-26-001543 filed by HB 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 180,801 shares
    Change vs previous 13F +4,821 shares

    0.1% of the 13F portfolio, value $14,773,296.

    13F-HR 0001172661-26-000353 filed by HB 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 175,980 shares
    Change vs previous 13F +28,477 shares

    0.12% of the 13F portfolio, value $17,240,828.

    13F-HR 0001172661-25-004398 filed by HB 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 147,503 shares
    Change vs previous 13F -19,618 shares

    0.11% of the 13F portfolio, value $13,762,030.

    13F-HR 0001172661-25-002644 filed by HB 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 167,121 shares
    Change vs previous 13F +131,072 shares

    0.1% of the 13F portfolio, value $12,176,481.

    13F-HR 0001172661-25-001594 filed by HB 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 36,049 shares
    Change vs previous 13F -386 shares

    0.02% of the 13F portfolio, value $2,175,001.

    13F-HR 0001172661-25-000193 filed by HB 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 36,435 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,738,468.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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