Uber Technologies shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Uber Technologies (UBER) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Uber Technologies
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Quarterly reported holdings in Uber Technologies by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $634k | 6.5k | 97.97 |
| 2025-06-30 | $606k | 6.5k | 93.30 |
| 2025-03-31 | $491k | 6.7k | 72.86 |
| 2024-12-31 | $332k | 5.5k | 60.32 |
| 2024-09-30 | $410k | 5.5k | 75.16 |
| 2024-06-30 | $469k | 6.5k | 72.68 |