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Disclosery

WCG Wealth Advisors LLC: UBER position timeline

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

WCG Wealth Advisors LLC held 146,503 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 146,503 shares
    Change vs previous 13F +1,858 shares

    0.25% of the 13F portfolio, value $10,571,688.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 144,645 shares
    Change vs previous 13F +44,014 shares

    0.29% of the 13F portfolio, value $10,404,328.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 100,631 shares
    Change vs previous 13F +79,885 shares

    0.23% of the 13F portfolio, value $8,222,530.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 20,746 shares
    Change vs previous 13F -255 shares

    0.13% of the 13F portfolio, value $2,032,489.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 21,001 shares
    Change vs previous 13F +561 shares

    0.13% of the 13F portfolio, value $1,959,398.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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/A 20,440 shares
    Change vs previous 13F +680 shares

    0.11% of the 13F portfolio, value $1,489,258.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 19,760 shares
    Change vs previous 13F -1,856 shares

    0.08% of the 13F portfolio, value $1,192,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 21,616 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,625,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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