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Xcel Wealth Management, LLC: UBER position timeline

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

Xcel Wealth Management, LLC held 32,738 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 32,738 shares
    Change vs previous 13F -13,671 shares

    0.56% of the 13F portfolio, value $2,362,374.

    13F-HR 0001705819-26-000046 filed by Xcel 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 46,409 shares
    Change vs previous 13F -6,687 shares

    0.93% of the 13F portfolio, value $3,338,199.

    13F-HR 0001705819-26-000027 filed by Xcel 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 53,096 shares
    Change vs previous 13F -150 shares

    1.11% of the 13F portfolio, value $4,338,474.

    13F-HR 0001705819-26-000013 filed by Xcel 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 53,246 shares
    Change vs previous 13F -1,135 shares

    1.36% of the 13F portfolio, value $5,216,511.

    13F-HR 0001705819-25-000071 filed by Xcel 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 54,381 shares
    Change vs previous 13F -1,019 shares

    1.44% of the 13F portfolio, value $5,073,747.

    13F-HR 0001705819-25-000046 filed by Xcel 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 55,400 shares
    Change vs previous 13F -825 shares

    1.26% of the 13F portfolio, value $4,036,444.

    13F-HR 0001705819-25-000027 filed by Xcel 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 56,225 shares
    Change vs previous 13F -11,120 shares

    0.94% of the 13F portfolio, value $3,391,492.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, 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 67,345 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,061,650.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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