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LAKE STREET ADVISORS GROUP, LLC: UBER position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 33,126 UBER shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 33,126 shares
    Change vs previous 13F -8,446 shares

    0.09% of the 13F portfolio, value $1,998,160.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 41,572 shares
    Change vs previous 13F +170 shares

    0.14% of the 13F portfolio, value $3,124,552.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 41,402 shares
    Change vs previous 13F -18,067 shares

    0.14% of the 13F portfolio, value $3,009,097.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 59,469 shares
    Change vs previous 13F -18,071 shares

    0.21% of the 13F portfolio, value $4,578,518.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 77,540 shares
    Change vs previous 13F -5,945 shares

    0.24% of the 13F portfolio, value $4,774,138.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 83,485 shares
    Change vs previous 13F +19,655 shares

    0.23% of the 13F portfolio, value $3,840,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 63,830 shares
    Change vs previous 13F +6,691 shares

    0.15% of the 13F portfolio, value $2,756,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 57,139 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,811,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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