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Williams Jones Wealth Management, LLC.: UBER position timeline

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

Williams Jones Wealth Management, LLC. held 1,025,055 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,025,055 shares
    Change vs previous 13F -129,142 shares

    0.83% of the 13F portfolio, value $73,967,969.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 1,154,197 shares
    Change vs previous 13F -52,503 shares

    1.02% of the 13F portfolio, value $83,021,390.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 1,206,700 shares
    Change vs previous 13F +146,521 shares

    1.11% of the 13F portfolio, value $98,599,457.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 1,060,179 shares
    Change vs previous 13F +196,174 shares

    1.19% of the 13F portfolio, value $103,865,737.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 864,005 shares
    Change vs previous 13F +45,030 shares

    0.96% of the 13F portfolio, value $80,611,667.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 818,975 shares
    Change vs previous 13F +364,471 shares

    0.76% of the 13F portfolio, value $59,670,519.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 454,504 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $27,415,681.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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