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Disclosery

Westwood Wealth Management: UBER position timeline

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

Westwood Wealth Management held 23,467 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,467 shares
    Change vs previous 13F -883 shares

    0.49% of the 13F portfolio, value $1,693,379.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 24,350 shares
    Change vs previous 13F +24,350 shares

    0.69% of the 13F portfolio, value $1,751,496.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 0 shares
    Change vs previous 13F -27,300 shares

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 27,300 shares
    Change vs previous 13F -14,275 shares

    0.98% of the 13F portfolio, value $2,674,581.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 41,575 shares
    Change vs previous 13F -1,350 shares

    1.3% of the 13F portfolio, value $3,878,948.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 42,925 shares
    Change vs previous 13F +1,350 shares

    1.35% of the 13F portfolio, value $3,127,516.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 41,575 shares
    Change vs previous 13F +300 shares

    0.91% of the 13F portfolio, value $2,507,804.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 41,275 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,102,229.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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