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Sargent Investment Group, LLC: UBER position timeline

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

Sargent Investment Group, LLC held 46,363 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,363 shares
    Change vs previous 13F +3,556 shares

    0.4% of the 13F portfolio, value $3,345,554.

    13F-HR 0001765380-26-000337 filed by Sargent Investment 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 42,807 shares
    Change vs previous 13F +3,579 shares

    0.41% of the 13F portfolio, value $3,079,108.

    13F-HR 0001765380-26-000194 filed by Sargent Investment 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 39,228 shares
    Change vs previous 13F -526 shares

    0.4% of the 13F portfolio, value $3,205,320.

    13F-HR 0001766157-26-000001 filed by Sargent Investment 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 39,754 shares
    Change vs previous 13F +785 shares

    0.56% of the 13F portfolio, value $3,894,699.

    13F-HR 0001766157-25-000005 filed by Sargent Investment 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 38,969 shares
    Change vs previous 13F +6,810 shares

    0.47% of the 13F portfolio, value $3,476,814.

    13F-HR 0001765380-25-000374 filed by Sargent Investment 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 32,159 shares
    Change vs previous 13F +23,781 shares

    0.37% of the 13F portfolio, value $2,343,105.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 8,378 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $550,435.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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