Position in UBER
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,030,555
-$3,203,962 QoQ
Shares Held
83,572
-34.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#684
of 2,397 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Mar 31, 2026CallValue
$69,910
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. UBER ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in UBER
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,030,555 | 83,572 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $69,910 | 100,000 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $9,234,517 | 128,382 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $81,710 | 1,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $13,732,427 | 168,063 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,084,028 | 164,173 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $97,970 | 100,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $15,509,632 | 166,234 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $11,108,832 | 184,165 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $13,818,166 | 183,850 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $14,007,398 | 192,727 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $15,013,511 | 195,006 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $13,489,001 | 219,084 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $8,968,325 | 195,006 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $8,504,619 | 197,003 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,195,313 | 163,890 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,660,520 | 67,146 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $2,560,032 | 96,605 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,846,801 | 90,264 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,485,043 | 97,675 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $3,919,406 | 93,475 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,432,780 | 98,946 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,391,263 | 87,615 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $4,633,240 | 84,998 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $3,523,386 | 69,086 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $2,592,012 | 71,053 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,706,135 | 54,895 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,280,438 | 45,861 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||