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Marshall Financial Group, LLC: UBER position timeline

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

Marshall Financial Group, LLC held 7,088 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,088 shares
    Change vs previous 13F -19,986 shares

    0.07% of the 13F portfolio, value $511,470.

    13F-HR 0002085853-26-000762 filed by Marshall Financial 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 ended2026-03-31
    13F 27,074 shares
    Change vs previous 13F +2,317 shares

    0.31% of the 13F portfolio, value $1,947,433.

    13F-HR 0002085853-26-000353 filed by Marshall Financial 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 ended2025-12-31
    13F 24,757 shares
    Change vs previous 13F +336 shares

    0.39% of the 13F portfolio, value $2,022,894.

    13F-HR 0002085853-26-000028 filed by Marshall Financial 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 ended2025-09-30
    13F 24,421 shares
    Change vs previous 13F +1,130 shares

    0.47% of the 13F portfolio, value $2,392,525.

    13F-HR 0002085853-25-000035 filed by Marshall Financial 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 ended2025-06-30
    13F 23,291 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,251,774.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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