Position in UBER
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$41,059
+$25,666 QoQ
Shares Held
569
+165.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,166
of 2,392 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,991,940 across 13 Software - Application names. UBER ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,868 | $642,288 | |
| 2 | CRM |
Salesforce, Inc.
|
2,327 | $364,547 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
667 | $250,338 | |
| 4 | ROP |
Roper Technologies Inc
|
697 | $235,857 | |
| 5 | ADBE |
Adobe Inc.
|
945 | $193,743 | |
| 6 | SHOP |
Shopify Inc.
|
755 | $86,205 | |
| 7 | NOW |
ServiceNow, Inc.
|
851 | $84,487 | |
| 8 | UBER |
Uber Technologies, Inc
This page
|
569 | $41,059 |
All Filings in UBER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,059 | 569 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,393 | 214 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,485 | 214 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $20,965 | 214 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,631 | 264 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,592 | 214 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,908 | 214 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,032 | 200 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $14,536 | 200 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $15,398 | 200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,823 | 257 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,198 | 200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,634 | 200 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,340 | 200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,946 | 200 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,300 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,092 | 200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,272 | 400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,772 | 400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $17,920 | 400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,530 | 250 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||