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Disclosery

Strategic Family Wealth Counselors, L.L.C.: UBER position timeline

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

Strategic Family Wealth Counselors, L.L.C. held 124,606 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,606 shares
    Change vs previous 13F +24 shares

    2.09% of the 13F portfolio, value $8,991,569.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    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 124,582 shares
    Change vs previous 13F -3,416 shares

    2.35% of the 13F portfolio, value $8,961,184.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 127,998 shares
    Change vs previous 13F +2,758 shares

    2.41% of the 13F portfolio, value $10,715,993.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    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 125,240 shares
    Change vs previous 13F +700 shares

    3.16% of the 13F portfolio, value $12,269,763.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 124,540 shares
    Change vs previous 13F -1,546 shares

    3.31% of the 13F portfolio, value $11,619,582.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    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 126,086 shares
    Change vs previous 13F +1,306 shares

    2.99% of the 13F portfolio, value $9,186,626.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    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 124,780 shares
    Change vs previous 13F +403 shares

    2.45% of the 13F portfolio, value $7,526,730.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    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 124,377 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $9,348,176.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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