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Disclosery

Trajan Wealth LLC: UBER position timeline

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

Trajan Wealth LLC held 359,441 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359,441 shares
    Change vs previous 13F -10,334 shares

    0.98% of the 13F portfolio, value $25,937,263.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 369,775 shares
    Change vs previous 13F +155,573 shares

    1.07% of the 13F portfolio, value $26,597,916.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 214,202 shares
    Change vs previous 13F +6,035 shares

    0.73% of the 13F portfolio, value $17,502,445.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 208,167 shares
    Change vs previous 13F +7,973 shares

    0.88% of the 13F portfolio, value $20,394,121.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 200,194 shares
    Change vs previous 13F +5,737 shares

    0.09% of the 13F portfolio, value $1,867,810.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 194,457 shares
    Change vs previous 13F +789 shares

    0.77% of the 13F portfolio, value $14,168,137.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 193,668 shares
    Change vs previous 13F +7,829 shares

    0.65% of the 13F portfolio, value $11,682,054.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 185,839 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $13,967,659.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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