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Diversify Advisory Services, LLC: UBER position timeline

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

Diversify Advisory Services, LLC held 360,096 UBER shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,096 shares
    Change vs previous 13F +193,229 shares

    0.21% of the 13F portfolio, value $24,551,398.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 180,048 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 180,048 shares

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

  2. period ended2026-03-31
    13F 166,867 shares
    Change vs previous 13F +113,477 shares

    0.22% of the 13F portfolio, value $12,426,612.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 166,867 shares

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

  3. period ended2025-12-31
    13F 53,390 shares
    Change vs previous 13F -13,922 shares

    0.09% of the 13F portfolio, value $4,556,598.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,094 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 47,296 shares

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

  4. period ended2025-09-30
    13F 67,312 shares
    Change vs previous 13F +7,589 shares

    0.14% of the 13F portfolio, value $6,712,318.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,380 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 56,932 shares

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

  5. period ended2025-06-30
    13F 59,723 shares
    Change vs previous 13F +12,598 shares

    0.13% of the 13F portfolio, value $5,478,358.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 9,443 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 50,280 shares

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

  6. period ended2025-03-31
    13F 47,125 shares
    Change vs previous 13F +5,202 shares

    0.28% of the 13F portfolio, value $3,742,640.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY 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 41,923 shares
    Change vs previous 13F -1,289 shares

    0.22% of the 13F portfolio, value $2,765,660.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY 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 43,212 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,449,614.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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