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Disclosery

Naviter Wealth, LLC: UBER position timeline

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

Naviter Wealth, LLC held 22,129 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 22,129 shares
    Change vs previous 13F +2,369 shares

    0.15% of the 13F portfolio, value $1,596,814.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 19,760 shares
    Change vs previous 13F -314 shares

    0.18% of the 13F portfolio, value $1,421,322.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 20,074 shares
    Change vs previous 13F -694 shares

    0.21% of the 13F portfolio, value $1,640,247.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 20,768 shares
    Change vs previous 13F +860 shares

    0.24% of the 13F portfolio, value $2,034,641.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 19,908 shares
    Change vs previous 13F -640 shares

    0.23% of the 13F portfolio, value $1,857,416.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, LLC
    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 20,548 shares
    Change vs previous 13F +492 shares

    0.18% of the 13F portfolio, value $1,494,867.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
    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 20,056 shares
    Change vs previous 13F +10,473 shares

    0.15% of the 13F portfolio, value $1,209,778.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    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 9,583 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $720,258.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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