Private Wealth Partners, LLC

Position in UBER — Uber Technologies, Inc

CIK 1335851 MILL VALLEY, CA

Position in UBER

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$292,897

+$73,511 QoQ

Shares Held

4,059

+33.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,859

of 2,400 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Technology · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,981,550 across 5 Software - Application names. UBER ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	10,857	$2,225,902
2	CRM	Salesforce, Inc.	14,086	$2,206,712
3	CDNS	Cadence Design Systems Inc	2,550	$957,066
4	ADP	Automatic Data Processing Inc	1,335	$298,973
5	UBER	Uber Technologies, Inc This page	4,059	$292,897

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,897	4,059	+33.1%	Shares	Sole	2026-08-03
2026-03-31	$219,386	3,050	+17.7%	Shares	Sole	2026-04-28
2025-12-31	$211,792	2,592	+6.1%	Shares	Sole	2026-01-27
2025-09-30	$239,242	2,442	-28.9%	Shares	Sole	2025-11-04
2024-09-30	$258,249	3,436	-75.0%	Shares	Sole	2024-10-29
2021-12-31	$577,418	13,771	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.