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Disclosery

Summit Financial, LLC: UBER position timeline

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

Summit Financial, LLC held 104,348 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 104,348 shares
    Change vs previous 13F +15,035 shares

    0.08% of the 13F portfolio, value $7,529,730.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 89,313 shares
    Change vs previous 13F +25,906 shares

    0.08% of the 13F portfolio, value $6,424,317.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 63,407 shares
    Change vs previous 13F +10,450 shares

    0.08% of the 13F portfolio, value $5,180,974.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 52,957 shares
    Change vs previous 13F +10,843 shares

    0.08% of the 13F portfolio, value $5,188,226.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 42,114 shares
    Change vs previous 13F +6,321 shares

    0.09% of the 13F portfolio, value $3,929,276.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 35,793 shares
    Change vs previous 13F +13,022 shares

    0.07% of the 13F portfolio, value $2,607,842.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 22,771 shares
    Change vs previous 13F +2,075 shares

    0.05% of the 13F portfolio, value $1,373,517.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 20,696 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,555,474.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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