Kapstone Financial Advisors LLC: UBER position timeline

Kapstone Financial Advisors LLC held 13,039 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 13,039 shares

   Change vs previous 13F -1,650 shares

   0.39% of the 13F portfolio, value $940,894.

   13F-HR 0001951757-26-001162 filed by Kapstone Financial Advisors LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,689 shares

   Change vs previous 13F +207 shares

   0.52% of the 13F portfolio, value $1,056,580.

   13F-HR 0001951757-26-000688 filed by Kapstone Financial Advisors LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 14,482 shares

   Change vs previous 13F +6,339 shares

   0.59% of the 13F portfolio, value $1,183,324.

   13F-HR 0001951757-26-000364 filed by Kapstone Financial Advisors LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,143 shares

   Change vs previous 13F +3,698 shares

   0.38% of the 13F portfolio, value $797,770.

   13F-HR 0001951757-25-001323 filed by Kapstone Financial Advisors LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,445 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $414,718.

   13F-HR 0001951757-25-000615 filed by Kapstone Financial Advisors LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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