13F

Position

Clearstead Trust, LLC in Uber Technologies, Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$243.3K$81.71$71.93

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202524.9K$2.03M0.3%
Q1 202624.9K$1.79M$71.93−$243.3K$1.58K0.3%