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EverSource Wealth Advisors, LLC: UBER position timeline

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

EverSource Wealth Advisors, LLC held 11,176 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 11,176 shares
    Change vs previous 13F -1,837 shares

    0.03% of the 13F portfolio, value $806,468.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth 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/A 13,013 shares
    Change vs previous 13F +1,821 shares

    0.03% of the 13F portfolio, value $936,070.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth 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 11,192 shares
    Change vs previous 13F -307 shares

    0.03% of the 13F portfolio, value $914,507.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth 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 11,499 shares
    Change vs previous 13F +534 shares

    0.04% of the 13F portfolio, value $1,126,567.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth 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 10,965 shares
    Change vs previous 13F -644 shares

    0.05% of the 13F portfolio, value $1,023,044.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth 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 11,609 shares
    Change vs previous 13F +1,789 shares

    0.05% of the 13F portfolio, value $845,825.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth 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 9,820 shares
    Change vs previous 13F -2,311 shares

    0.03% of the 13F portfolio, value $592,318.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth 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 12,131 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $911,737.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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