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Kestra Advisory Services, LLC: UBER position timeline

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

Kestra Advisory Services, LLC held 490,788 UBER shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,788 shares
    Change vs previous 13F -4,390 shares

    0.09% of the 13F portfolio, value $35,415,244.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 174,012 shares
    • Kestra Advisory Services, LLC: 316,776 shares

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

  2. period ended2026-03-31
    13F 495,178 shares
    Change vs previous 13F +34,004 shares

    0.1% of the 13F portfolio, value $35,618,137.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 170,576 shares
    • Kestra Advisory Services, LLC: 324,602 shares
    • Kestra Investment Management, LLC: 0 shares

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

  3. period ended2025-12-31
    13F 461,174 shares
    Change vs previous 13F -124,239 shares

    0.1% of the 13F portfolio, value $37,682,525.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 158,390 shares
    • Kestra Advisory Services, LLC: 298,641 shares
    • Kestra Investment Management, LLC: 4,143 shares

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

  4. period ended2025-09-30
    13F 585,413 shares
    Change vs previous 13F +132,847 shares

    0.17% of the 13F portfolio, value $57,352,904.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 191,063 shares
    • Kestra Advisory Services, LLC: 390,211 shares
    • Kestra Investment Management, LLC: 4,139 shares

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

  5. period ended2025-06-30
    13F/A 452,566 shares
    Change vs previous 13F -2,966 shares

    0.14% of the 13F portfolio, value $42,224,379.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 184,445 shares
    • Kestra Advisory Services, LLC: 265,309 shares
    • Kestra Investment Management, LLC: 2,812 shares

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

  6. period ended2025-03-31
    13F/A 455,532 shares
    Change vs previous 13F +59,471 shares

    0.11% of the 13F portfolio, value $33,190,062.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 179,929 shares
    • Kestra Advisory Services, LLC: 274,903 shares
    • Kestra Investment Management, LLC: 700 shares

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

  7. period ended2024-12-31
    13F 396,061 shares
    Change vs previous 13F -52,954 shares

    0.09% of the 13F portfolio, value $23,890,399.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 126,188 shares
    • Kestra Advisory Services, LLC: 268,306 shares
    • Kestra Investment Management, LLC: 1,567 shares

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

  8. period ended2024-09-30
    13F 449,015 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $33,747,929.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 134,813 shares
    • Kestra Advisory Services, LLC: 308,981 shares
    • Kestra Investment Management, LLC: 5,221 shares

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