Strata Wealth Advisors, LLC: UBER position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strata Wealth Advisors, LLC on UBER, newest first. How the timeline and the estimate are built.
Strata Wealth Advisors, LLC held 4,319 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 4,319 sharesChange vs previous 13F +70 shares
0.08% of the 13F portfolio, value $311,659.
13F-HR 0001946237-26-000006 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,249 sharesChange vs previous 13F +39 shares
0.08% of the 13F portfolio, value $305,631.
13F-HR 0001946237-26-000003 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,210 sharesChange vs previous 13F -311 shares
0.1% of the 13F portfolio, value $343,999.
13F-HR 0001946237-26-000002 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,521 sharesChange vs previous 13F +34 shares
0.12% of the 13F portfolio, value $442,922.
13F-HR 0001946237-25-000008 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,487 sharesChange vs previous 13F +15 shares
0.12% of the 13F portfolio, value $418,637.
13F-HR 0001946237-25-000007 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,472 sharesChange vs previous 13F -5,317 shares
0.1% of the 13F portfolio, value $325,830.
13F-HR 0001946237-25-000005 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,789 sharesChange vs previous 13F -191 shares
0.19% of the 13F portfolio, value $590,472.
13F-HR 0001946237-25-000001 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,980 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $750,097.
13F-HR 0001946237-24-000006 filed by Strata Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).