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Disclosery

Legacy Trust: UBER position timeline

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

Legacy Trust held 49,018 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,018 shares
    Change vs previous 13F +985 shares

    0.63% of the 13F portfolio, value $3,537,139.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 48,033 shares
    Change vs previous 13F +6,250 shares

    0.66% of the 13F portfolio, value $3,455,014.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    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 41,783 shares
    Change vs previous 13F +35 shares

    0.64% of the 13F portfolio, value $3,414,089.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    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 41,748 shares
    Change vs previous 13F +2,953 shares

    0.81% of the 13F portfolio, value $4,090,052.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 38,795 shares
    Change vs previous 13F -1,647 shares

    0.89% of the 13F portfolio, value $3,619,574.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 40,442 shares
    Change vs previous 13F +3,650 shares

    0.71% of the 13F portfolio, value $2,946,604.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    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 36,792 shares
    Change vs previous 13F -9,470 shares

    0.52% of the 13F portfolio, value $2,219,293.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    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 46,262 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,477,052.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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