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Heartwood Wealth Advisors LLC: UBER position timeline

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

Heartwood Wealth Advisors LLC held 8,871 UBER shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,871 shares
    Change vs previous 13F +619 shares

    0.05% of the 13F portfolio, value $607,752.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,252 shares
    Change vs previous 13F +1,356 shares

    0.05% of the 13F portfolio, value $595,464.

    13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 6,896 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $496,029.

    13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,994 shares
    Change vs previous 13F +521 shares

    0.05% of the 13F portfolio, value $571,480.

    13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,473 shares
    Change vs previous 13F -25 shares

    0.06% of the 13F portfolio, value $634,160.

    13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,498 shares
    Change vs previous 13F -246 shares

    0.06% of the 13F portfolio, value $606,263.

    13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,744 shares
    Change vs previous 13F +1,248 shares

    0.06% of the 13F portfolio, value $491,368.

    13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,496 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $331,519.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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