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Sendero Wealth Management, LLC: UBER position timeline

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

Sendero Wealth Management, LLC held 46,162 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,162 shares
    Change vs previous 13F -13,410 shares

    0.33% of the 13F portfolio, value $3,331,059.

    13F-HR 0001639375-26-000013 filed by Sendero 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 59,572 shares
    Change vs previous 13F -13,235 shares

    0.47% of the 13F portfolio, value $4,285,023.

    13F-HR 0001639375-26-000008 filed by Sendero 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 72,807 shares
    Change vs previous 13F -7,347 shares

    0.66% of the 13F portfolio, value $5,949,070.

    13F-HR 0001639375-26-000002 filed by Sendero 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 80,154 shares
    Change vs previous 13F +9,661 shares

    0.92% of the 13F portfolio, value $7,852,688.

    13F-HR 0001639375-25-000009 filed by Sendero 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/A 70,493 shares
    Change vs previous 13F +6,239 shares

    0.82% of the 13F portfolio, value $6,576,998.

    13F-HR/A 0001639375-25-000007 filed by Sendero 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 64,254 shares
    Change vs previous 13F +9,113 shares

    0.65% of the 13F portfolio, value $4,681,547.

    13F-HR 0001639375-25-000003 filed by Sendero 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 55,141 shares
    Change vs previous 13F +12,185 shares

    0.5% of the 13F portfolio, value $3,326,087.

    13F-HR 0001639375-25-000002 filed by Sendero Wealth Management, 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 42,956 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,228,550.

    13F-HR 0001639375-24-000006 filed by Sendero Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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