UBER β€” UBER TECHNOLOGIES INC COM

Ownership history in L.M. KOHN & COMPANY  Β·  8 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported UBER TECHNOLOGIES INC COM (UBER) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.4% in 2025 Q2. The latest visible filing shows UBER at 0.40% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UBER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.M. KOHN & COMPANY's position in UBER TECHNOLOGIES INC COM, 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
2025 Q2

UBER was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q2

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 2025 Q2

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 L.M. KOHN & COMPANY held UBER β€” position size vs. price
% of Fund (quarterly)    UBER price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 16,000 -183 -1.1% 0.40% $1.5M 2025-08-04 $88.43
2025 Q1 ADDED 16,183 +2,792 +20.8% 0.31% $1.2M 2025-04-21 $72.92
2024 Q4 REDUCED 13,391 -30 -0.2% 0.21% $808K 2025-01-30 $66.59
2024 Q3 ADDED 13,421 +2,067 +18.2% 0.26% $1.0M 2024-11-14 $71.44
2024 Q2 ADDED 11,354 +462 +4.2% 0.22% $825K 2024-07-31 $64.47
2024 Q1 ADDED 10,892 +1,392 +14.7% 0.24% $839K 2024-04-25 $69.31
2023 Q4 ADDED 9,500 +1,570 +19.8% 0.19% $585K 2024-02-09 $70.91
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About L.M. KOHN & COMPANY and UBER

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

How long has L.M. KOHN & COMPANY reported owning UBER?

L.M. KOHN & COMPANY reported UBER across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported UBER position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for UBER was 0.40% in 2025 Q2.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 16,000 shares, equal to 0.40% of portfolio, with an estimated market value of $1.5M.

What does the chart on this UBER ownership page compare?

The chart compares L.M. KOHN & COMPANY'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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