UBER β€” UBER TECHNOLOGIES INC

Ownership history in Coastline Trust Co  Β·  10 quarters on record

AI Ownership Summary

Coastline Trust Co reported UBER TECHNOLOGIES INC (UBER) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.7% in 2024 Q3. The latest visible filing shows UBER at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coastline Trust Co's position in UBER TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UBER was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Coastline Trust Co held UBER β€” position size vs. price
% of Fund (quarterly)    UBER price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 37,628 -1,008 -2.6% 0.27% $2.7M 2026-05-15 (Est.) $71.84
2025 Q4 REDUCED 38,636 -379 -1.0% 0.30% $3.2M 2026-01-05 $80.74
2025 Q3 ADDED 39,015 +1,972 +5.3% 0.41% $3.8M 2025-10-21 $93.03
2025 Q2 ADDED 37,043 +9,290 +33.5% 0.40% $3.5M 2025-07-17 $90.50
2025 Q1 ADDED 27,753 +3,747 +15.6% 0.25% $2.0M 2025-04-28 $78.33
2024 Q4 REDUCED 24,006 -54,969 -69.6% 0.17% $1.4M 2025-02-13 $80.29
2024 Q3 ADDED 78,975 +9,383 +13.5% 0.70% $5.9M 2024-11-06 $74.36
2024 Q2 REDUCED 69,592 -382 -0.5% 0.59% $5.1M 2024-07-15 $72.29
2024 Q1 ADDED 69,974 +64,826 +1259.2% 0.65% $5.4M 2024-04-26 $69.05
2023 Q4 INITIATED 5,148 β€” β€” 0.04% $317K 2024-01-23 $64.32

FAQ About Coastline Trust Co and UBER

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coastline Trust Co reported owning UBER?

Coastline Trust Co reported UBER across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UBER position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for UBER was 0.70% in 2024 Q3.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 37,628 shares, equal to 0.27% of portfolio, with an estimated market value of $2.7M.

What does the chart on this UBER ownership page compare?

The chart compares Coastline Trust Co's quarterly UBER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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