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Strategic Wealth Investment Group, LLC: UBER position timeline

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

Strategic Wealth Investment Group, LLC held 121,730 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 121,730 shares
    Change vs previous 13F -12,075 shares

    1.07% of the 13F portfolio, value $8,784,037.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, 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 133,805 shares
    Change vs previous 13F +5,366 shares

    1.22% of the 13F portfolio, value $9,624,594.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, 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 128,439 shares
    Change vs previous 13F -53,371 shares

    1.29% of the 13F portfolio, value $10,494,751.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, 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 181,810 shares
    Change vs previous 13F +165,172 shares

    1.5% of the 13F portfolio, value $17,811,926.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, 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 16,638 shares
    Change vs previous 13F +276 shares

    2.25% of the 13F portfolio, value $1,552,325.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, 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 16,362 shares
    Change vs previous 13F -149,532 shares

    2.07% of the 13F portfolio, value $1,192,135.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, 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/A 165,894 shares
    Change vs previous 13F +89 shares

    1.11% of the 13F portfolio, value $10,006,725.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, 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 165,805 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $12,309,363.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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