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Integrated Wealth Concepts LLC: UBER position timeline

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

Integrated Wealth Concepts LLC held 85,963 UBER shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 85,963 shares
    Change vs previous 13F -11,504 shares

    0.04% of the 13F portfolio, value $6,203,055.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 97,467 shares
    Change vs previous 13F +39,279 shares

    0.06% of the 13F portfolio, value $7,010,812.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 58,188 shares
    Change vs previous 13F -35,105 shares

    0.06% of the 13F portfolio, value $4,754,585.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 93,293 shares
    Change vs previous 13F +23,215 shares

    0.08% of the 13F portfolio, value $9,139,884.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 70,078 shares
    Change vs previous 13F +8,908 shares

    0.07% of the 13F portfolio, value $6,538,331.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 61,170 shares
    Change vs previous 13F +12,654 shares

    0.05% of the 13F portfolio, value $4,456,884.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 48,516 shares
    Change vs previous 13F +12,163 shares

    0.03% of the 13F portfolio, value $2,926,511.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 36,353 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,732,293.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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