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Summit Trail Advisors, LLC: UBER position timeline

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

Summit Trail Advisors, LLC held 139,430 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,430 shares
    Change vs previous 13F -8,251 shares

    0.13% of the 13F portfolio, value $10,061,269.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 147,681 shares
    Change vs previous 13F -2,105 shares

    0.15% of the 13F portfolio, value $10,622,694.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 149,786 shares
    Change vs previous 13F -12,387 shares

    0.21% of the 13F portfolio, value $12,239,014.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 162,173 shares
    Change vs previous 13F +1,704 shares

    0.22% of the 13F portfolio, value $15,888,089.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 160,469 shares
    Change vs previous 13F +15,696 shares

    0.26% of the 13F portfolio, value $14,971,758.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 144,773 shares
    Change vs previous 13F +8,607 shares

    0.35% of the 13F portfolio, value $10,548,161.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 136,166 shares
    Change vs previous 13F +73,027 shares

    0.3% of the 13F portfolio, value $8,213,533.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 63,139 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,745,527.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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