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Advisor OS, LLC: UBER position timeline

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

Advisor OS, LLC held 5,248 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 5,248 shares
    Change vs previous 13F -1,296 shares

    0.03% of the 13F portfolio, value $378,696.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 6,544 shares
    Change vs previous 13F -5,200 shares

    0.03% of the 13F portfolio, value $470,709.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 11,744 shares
    Change vs previous 13F -364 shares

    0.08% of the 13F portfolio, value $959,633.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 12,108 shares
    Change vs previous 13F -1,022 shares

    0.1% of the 13F portfolio, value $1,186,258.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 13,130 shares
    Change vs previous 13F -2,386 shares

    0.12% of the 13F portfolio, value $1,225,065.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 15,516 shares
    Change vs previous 13F -727 shares

    0.13% of the 13F portfolio, value $1,130,522.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 16,243 shares
    Change vs previous 13F -4,376 shares

    0.11% of the 13F portfolio, value $979,778.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 20,619 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,549,725.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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