Klingman & Associates, LLC: UBER position timeline

Klingman & Associates, LLC held 4,789 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 4,789 shares

   Change vs previous 13F -160 shares

   0.01% of the 13F portfolio, value $345,575.

   13F-HR 0001172661-26-002895 filed by Klingman & Associates, LLC
   Filed 2026-07-29 (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 4,949 shares

   Change vs previous 13F +411 shares

   0.02% of the 13F portfolio, value $355,982.

   13F-HR 0001172661-26-001944 filed by Klingman & Associates, LLC
   Filed 2026-05-14 (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 4,538 shares

   Change vs previous 13F -317 shares

   0.02% of the 13F portfolio, value $370,800.

   13F-HR 0001172661-26-000376 filed by Klingman & Associates, LLC
   Filed 2026-01-29 (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 4,855 shares

   Change vs previous 13F +390 shares

   0.02% of the 13F portfolio, value $475,645.

   13F-HR 0001172661-25-004438 filed by Klingman & Associates, LLC
   Filed 2025-10-27 (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 4,465 shares

   Change vs previous 13F +4,465 shares

   0.02% of the 13F portfolio, value $416,585.

   13F-HR 0001172661-25-002789 filed by Klingman & Associates, LLC
   Filed 2025-07-30 (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).

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -5,044 shares

   13F-HR 0001172661-25-000455 filed by Klingman & Associates, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 5,044 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $379,108.

   13F-HR 0001172661-24-004449 filed by Klingman & Associates, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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