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Strategic Wealth Partners, Ltd.: UBER position timeline

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

Strategic Wealth Partners, Ltd. held 56,683 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,683 shares
    Change vs previous 13F -10,387 shares

    0.25% of the 13F portfolio, value $4,090,247.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 67,070 shares
    Change vs previous 13F +5,736 shares

    0.33% of the 13F portfolio, value $4,824,365.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    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 61,334 shares
    Change vs previous 13F +4,094 shares

    0.34% of the 13F portfolio, value $5,011,601.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    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 57,240 shares
    Change vs previous 13F -12,427 shares

    0.42% of the 13F portfolio, value $5,607,803.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    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 69,667 shares
    Change vs previous 13F +17,471 shares

    0.51% of the 13F portfolio, value $6,499,931.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 52,196 shares
    Change vs previous 13F +9,489 shares

    0.35% of the 13F portfolio, value $4,190,817.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 42,707 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,209,858.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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