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Waverly Advisors, LLC: UBER position timeline

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

Waverly Advisors, LLC held 43,590 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,590 shares
    Change vs previous 13F -129,770 shares

    0.02% of the 13F portfolio, value $3,145,454.

    13F-HR 0001398344-26-014582 filed by Waverly 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 173,360 shares
    Change vs previous 13F +138,141 shares

    0.09% of the 13F portfolio, value $12,469,766.

    13F-HR 0001398344-26-009223 filed by Waverly 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 35,219 shares
    Change vs previous 13F +6,202 shares

    0.02% of the 13F portfolio, value $2,877,744.

    13F-HR 0001398344-26-003224 filed by Waverly 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 29,017 shares
    Change vs previous 13F +1,845 shares

    0.03% of the 13F portfolio, value $2,842,829.

    13F-HR 0001398344-25-020944 filed by Waverly 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 27,172 shares
    Change vs previous 13F +268 shares

    0.03% of the 13F portfolio, value $2,535,179.

    13F-HR 0001398344-25-015429 filed by Waverly 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 26,904 shares
    Change vs previous 13F +4,053 shares

    0.02% of the 13F portfolio, value $1,960,259.

    13F-HR 0001398344-25-009517 filed by Waverly 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 22,851 shares
    Change vs previous 13F +12,013 shares

    0.02% of the 13F portfolio, value $1,378,400.

    13F-HR 0001398344-25-002762 filed by Waverly 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 10,838 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $814,618.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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