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Concurrent Investment Advisors, LLC: UBER position timeline

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

Concurrent Investment Advisors, LLC held 270,930 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,930 shares
    Change vs previous 13F -8,628 shares

    0.17% of the 13F portfolio, value $19,550,371.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 279,558 shares
    Change vs previous 13F +28,079 shares

    0.22% of the 13F portfolio, value $20,108,638.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 251,479 shares
    Change vs previous 13F +134,276 shares

    0.24% of the 13F portfolio, value $20,548,362.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 117,203 shares
    Change vs previous 13F +4,627 shares

    0.2% of the 13F portfolio, value $11,482,413.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 112,576 shares
    Change vs previous 13F +16,085 shares

    0.2% of the 13F portfolio, value $10,503,264.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 96,491 shares
    Change vs previous 13F +30,207 shares

    0.17% of the 13F portfolio, value $7,030,307.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 66,284 shares
    Change vs previous 13F -381 shares

    0.11% of the 13F portfolio, value $3,998,253.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 66,665 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,010,573.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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