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Disclosery

Whelan Financial: UBER position timeline

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

Whelan Financial held 15,785 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,785 shares
    Change vs previous 13F +1,048 shares

    0.31% of the 13F portfolio, value $1,139,046.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 14,737 shares
    Change vs previous 13F +1,848 shares

    0.33% of the 13F portfolio, value $1,060,032.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 12,889 shares
    Change vs previous 13F +973 shares

    0.33% of the 13F portfolio, value $1,053,160.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 11,916 shares
    Change vs previous 13F +4,481 shares

    0.37% of the 13F portfolio, value $1,167,411.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 7,435 shares
    Change vs previous 13F +2,100 shares

    0.25% of the 13F portfolio, value $693,686.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 5,335 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $388,708.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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