Trifecta Capital Advisors, LLC: UBER position timeline

Trifecta Capital Advisors, LLC held 118,331 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 118,331 shares

   Change vs previous 13F +2,487 shares

   1.1% of the 13F portfolio, value $8,538,765.

   13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 115,844 shares

   Change vs previous 13F +2,687 shares

   1.29% of the 13F portfolio, value $8,332,659.

   13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 113,157 shares

   Change vs previous 13F +5,841 shares

   1.37% of the 13F portfolio, value $9,246,059.

   13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 107,316 shares

   Change vs previous 13F +6,395 shares

   1.6% of the 13F portfolio, value $10,513,749.

   13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 100,921 shares

   Change vs previous 13F +6,990 shares

   1.57% of the 13F portfolio, value $9,415,930.

   13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 93,931 shares

   Change vs previous 13F +7,746 shares

   1.43% of the 13F portfolio, value $6,843,813.

   13F-HR 0001962615-25-000002 filed by Trifecta Capital Advisors, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 86,185 shares

   Change vs previous 13F +4,245 shares

   1.03% of the 13F portfolio, value $5,198,680.

   13F-HR 0001962615-25-000001 filed by Trifecta Capital Advisors, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 81,940 shares

   Change vs previous 13F not available

   1.29% of the 13F portfolio, value $6,158,611.

   13F-HR 0001962615-24-000007 filed by Trifecta Capital Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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