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Disclosery

Principle Wealth Partners LLC: UBER position timeline

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

Principle Wealth Partners LLC held 8,541 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 8,541 shares
    Change vs previous 13F +2,242 shares

    0.03% of the 13F portfolio, value $616,319.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 6,299 shares
    Change vs previous 13F -2,707 shares

    0.03% of the 13F portfolio, value $453,087.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 9,006 shares
    Change vs previous 13F +1,657 shares

    0.04% of the 13F portfolio, value $735,880.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 7,349 shares
    Change vs previous 13F +300 shares

    0.04% of the 13F portfolio, value $719,982.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 7,049 shares
    Change vs previous 13F +394 shares

    0.04% of the 13F portfolio, value $657,672.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 6,655 shares
    Change vs previous 13F +460 shares

    0.03% of the 13F portfolio, value $484,883.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 6,195 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $373,682.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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