Skip to content
Disclosery

Ascentis Wealth Management, LLC: UBER position timeline

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

Ascentis Wealth Management, LLC held 1,180 UBER shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,180 shares
    Change vs previous 13F -31,764 shares

    0.01% of the 13F portfolio, value $85,136.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 1,180 shares

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

  2. period ended2026-03-31
    13F 32,944 shares
    Change vs previous 13F +18,389 shares

    0.13% of the 13F portfolio, value $2,369,655.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 30,918 shares
    • Ascentis Wealth Management, LLC: 2,026 shares

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

  3. period ended2025-12-31
    13F 14,555 shares
    Change vs previous 13F +1,670 shares

    0.11% of the 13F portfolio, value $1,189,274.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 12,828 shares
    • Ascentis Wealth Management, LLC: 1,727 shares

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

  4. period ended2025-09-30
    13F 12,885 shares
    Change vs previous 13F +2,451 shares

    0.12% of the 13F portfolio, value $1,262,315.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 10,197 shares
    • Ascentis Wealth Management, LLC: 2,688 shares

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

  5. period ended2025-06-30
    13F 10,434 shares
    Change vs previous 13F +1,363 shares

    0.1% of the 13F portfolio, value $973,054.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 9,991 shares
    • Ascentis Wealth Management, LLC: 443 shares

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

  6. period ended2025-03-31
    13F 9,071 shares
    Change vs previous 13F +2,274 shares

    0.08% of the 13F portfolio, value $660,954.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 8,620 shares
    • Ascentis Wealth Management, LLC: 451 shares

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

  7. period ended2024-12-31
    13F 6,797 shares
    Change vs previous 13F +241 shares

    0.05% of the 13F portfolio, value $409,995.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 6,727 shares
    • Ascentis Wealth Management, LLC: 70 shares

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

  8. period ended2024-09-30
    13F/A 6,556 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $492,743.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

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