Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

UBER holding history

Uber Technologies, Inc in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBER overview All 13F holders of UBER Full Q2 2026 holdings

Shares (Q2 2026): 104,348
Value: $7.53M
% of portfolio: 0.1%
Quarters held: 21; Since Q2 2021

Holdings of UBER by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	104,348	$7.53M	0.1%	+15,035+16.8%	Added	Holders
Q1 2026	89,313	$6.42M	0.1%	+25,906+40.9%	Added	Holders
Q4 2025	63,407	$5.18M	0.1%	+10,450+19.7%	Added	Holders
Q3 2025	52,957	$5.19M	0.1%	+10,843+25.7%	Added	Holders
Q2 2025	42,114	$3.93M	0.1%	+6,321+17.7%	Added	Holders
Q1 2025	35,793	$2.61M	0.1%	+13,022+57.2%	Added	Holders
Q4 2024	22,771	$1.37M	<0.1%	+2,075+10.0%	Added	Holders
Q3 2024	20,696	$1.56M	0.1%	+1,663+8.7%	Added	Holders
Q2 2024	19,033	$1.38M	0.1%	+3,984+26.5%	Added	Holders
Q1 2024	15,049	$1.16M	0.1%	−29,847−66.5%	Reduced	Holders
Q4 2023	44,896	$2.76M	0.2%	+26,953+150.2%	Added	Holders
Q3 2023	17,943	$825.2K	0.1%	−2,370−11.7%	Reduced	Holders
Q2 2023	20,313	$876.9K	0.1%	−2,921−12.6%	Reduced	Holders
Q1 2023	23,234	$736.5K	0.1%	+3,979+20.7%	Added	Holders
Q4 2022	19,255	$476.2K	<0.1%	−3,867−16.7%	Reduced	Holders
Q3 2022	23,122	$612.7K	0.1%	−5,474−19.1%	Reduced	Holders
Q2 2022	28,596	$585.1K	0.1%	−2,487−8.0%	Reduced	Holders
Q1 2022	31,083	$1.11M	0.1%	+527+1.7%	Added	Holders
Q4 2021	30,556	$1.28M	0.1%	−6,414−17.3%	Reduced	Holders
Q3 2021	36,970	$1.66M	0.1%	+29,818+416.9%	Added	Holders
Q2 2021	7,152	$358.5K	<0.1%	+7,152	New	Holders