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Disclosery

Portside Wealth Group, LLC: UBER position timeline

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

Portside Wealth Group, LLC held 14,808 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,808 shares
    Change vs previous 13F +585 shares

    0.12% of the 13F portfolio, value $1,068,545.

    13F-HR 0002085853-26-000726 filed by Portside Wealth 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 14,223 shares
    Change vs previous 13F -6,727 shares

    0.14% of the 13F portfolio, value $1,023,061.

    13F-HR 0002085853-26-000585 filed by Portside Wealth 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 20,950 shares
    Change vs previous 13F -3,033 shares

    0.23% of the 13F portfolio, value $1,711,825.

    13F-HR 0002085853-26-000060 filed by Portside Wealth 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 23,983 shares
    Change vs previous 13F +17,422 shares

    0.33% of the 13F portfolio, value $2,349,614.

    13F-HR 0002085853-25-000232 filed by Portside Wealth 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 6,561 shares
    Change vs previous 13F +2,887 shares

    0.09% of the 13F portfolio, value $612,142.

    13F-HR 0001667731-25-001085 filed by Portside Wealth 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 ended2025-03-31
    13F/A 3,674 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $267,688.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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