Position in U
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$380,285
+$39,448 QoQ
Shares Held
13,306
-14.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#320
of 558 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,367,570 across 15 Software - Application names. U ranks #10 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
27,637 | $7,033,616 | |
| 2 | CRM |
Salesforce, Inc.
|
15,692 | $2,458,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,240 | $2,207,987 | |
| 4 | FSLY |
Fastly, Inc.
|
84,718 | $1,555,422 | |
| 5 | SHOP |
Shopify Inc.
|
6,902 | $788,070 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,639 | $623,390 | |
| 7 | NICE |
NICE Ltd.
|
4,813 | $437,261 | |
| 8 | MSTR |
Strategy Inc
|
4,849 | $421,523 |
All Filings in U
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,285 | 13,306 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $340,837 | 15,535 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $462,062 | 10,461 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $418,057 | 10,441 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $289,238 | 11,952 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $241,485 | 12,327 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $283,256 | 12,606 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $312,947 | 13,835 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $211,623 | 13,015 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||