Position in UBER
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$535,950
-$5,460 QoQ
Shares Held
7,451
+12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $830,720 across 2 Software - Application names. UBER ranks #1 (64.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
7,451 | $535,950 | |
| 2 | SHOP |
Shopify Inc.
|
2,485 | $294,770 |
All Filings in UBER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $535,950 | 7,451 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $541,410 | 6,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $668,743 | 6,826 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $590,589 | 6,330 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $446,631 | 6,130 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $306,425 | 5,080 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $428,787 | 5,705 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||