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Disclosery

Sowell Financial Services LLC: UBER position timeline

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

Sowell Financial Services LLC held 120,770 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,770 shares
    Change vs previous 13F +9,997 shares

    0.28% of the 13F portfolio, value $8,714,798.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 110,773 shares
    Change vs previous 13F +37,898 shares

    0.29% of the 13F portfolio, value $7,967,936.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 72,875 shares
    Change vs previous 13F +15,775 shares

    0.22% of the 13F portfolio, value $5,954,597.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 57,100 shares
    Change vs previous 13F +244 shares

    0.21% of the 13F portfolio, value $5,594,096.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 56,856 shares
    Change vs previous 13F +690 shares

    0.22% of the 13F portfolio, value $5,304,676.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 56,166 shares
    Change vs previous 13F +20,040 shares

    0.19% of the 13F portfolio, value $4,092,261.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 36,126 shares
    Change vs previous 13F -2,989 shares

    0.11% of the 13F portfolio, value $2,179,146.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 39,115 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,940,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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