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Disclosery

Simplicity Wealth,LLC: UBER position timeline

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

Simplicity Wealth,LLC held 8,528 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,528 shares
    Change vs previous 13F -6,383 shares

    0.02% of the 13F portfolio, value $615,406.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 14,911 shares
    Change vs previous 13F +699 shares

    0.06% of the 13F portfolio, value $1,072,574.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 14,212 shares
    Change vs previous 13F -2,132 shares

    0.07% of the 13F portfolio, value $1,161,292.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 16,344 shares
    Change vs previous 13F +3,086 shares

    0.09% of the 13F portfolio, value $1,601,257.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 13,258 shares
    Change vs previous 13F -1,122 shares

    0.05% of the 13F portfolio, value $1,237,038.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 14,380 shares
    Change vs previous 13F -14,800 shares

    0.08% of the 13F portfolio, value $1,047,753.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 29,180 shares
    Change vs previous 13F +409 shares

    0.37% of the 13F portfolio, value $1,760,138.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 28,771 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,162,428.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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