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Palacios Wealth Management, LLC: UBER position timeline

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

Palacios Wealth Management, LLC held 29,399 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,399 shares
    Change vs previous 13F -406 shares

    1.25% of the 13F portfolio, value $2,121,432.

    13F-HR 0001705819-26-000043 filed by Palacios Wealth Management, 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 29,805 shares
    Change vs previous 13F +5,441 shares

    1.39% of the 13F portfolio, value $2,223,751.

    13F-HR 0001705819-26-000037 filed by Palacios Wealth Management, 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 24,364 shares
    Change vs previous 13F -8,994 shares

    1.52% of the 13F portfolio, value $1,990,782.

    13F-HR 0001705819-26-000015 filed by Palacios Wealth Management, 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 33,358 shares
    Change vs previous 13F +6,750 shares

    2.15% of the 13F portfolio, value $3,268,083.

    13F-HR 0001705819-25-000079 filed by Palacios Wealth Management, 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 26,608 shares
    Change vs previous 13F +2,137 shares

    2.04% of the 13F portfolio, value $2,482,526.

    13F-HR 0001705819-25-000044 filed by Palacios Wealth Management, 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 24,471 shares
    Change vs previous 13F +523 shares

    1.32% of the 13F portfolio, value $1,782,957.

    13F-HR 0001705819-25-000036 filed by Palacios Wealth Management, 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 23,948 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,593,265.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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