OXFORD FINANCIAL GROUP, LTD. LLC

Position in UBER — Uber Technologies, Inc

CIK 1245862 INDIANAPOLIS, IN

Position in UBER

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$378,118

-$233 QoQ

Shares Held

5,240

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,740

of 2,397 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $1,884,917 across 6 Software - Application names. UBER ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,149	$493,322
2	UBER	Uber Technologies, Inc This page	5,240	$378,118
3	SHOP	Shopify Inc.	2,406	$274,717
4	INTU	Intuit Inc.	983	$256,563
5	PCTY	Paylocity Holding Corp	2,387	$249,513
6	ADP	Automatic Data Processing Inc	1,039	$232,684

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,118	5,240	-0.4%	Shares	Sole	2026-08-11
2026-03-31	$378,351	5,260	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.