Regal Investment Advisors LLC

Position in UBER — Uber Technologies, Inc

CIK 1559789 KENTWOOD, MI

Position in UBER

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$728,671

-$185,631 QoQ

Shares Held

10,098

-20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,461

of 2,400 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,179,115 across 5 Software - Application names. UBER ranks #4 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc.	28,265	$2,439,552
2	ADP	Automatic Data Processing Inc	7,505	$1,680,744
3	NOW	ServiceNow, Inc.	10,839	$1,076,095
4	UBER	Uber Technologies, Inc This page	10,098	$728,671
5	HUBS	Hubspot Inc	1,392	$254,053

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$728,671	10,098	-20.6%	Shares	Sole	2026-08-14
2026-03-31	$914,302	12,711	+82.0%	Shares	Sole	2026-05-14
2025-12-31	$570,580	6,983	+28.7%	Shares	Sole	2026-02-17
2025-09-30	$531,389	5,424	+23.9%	Shares	Sole	2025-11-13
2025-06-30	$408,560	4,379	+7.8%	Shares	Sole	2025-08-11
2025-03-31	$295,957	4,062	-12.4%	Shares	Sole	2025-05-12
2024-09-30	$348,441	4,636	-7.2%	Shares	Sole	2024-11-12
2024-06-30	$363,036	4,995	-16.0%	Shares	Sole	2024-08-15
2024-03-31	$457,628	5,944	-26.0%	Shares	Sole	2024-05-15
2023-12-31	$494,838	8,037	+13.6%	Shares	Sole	2024-02-14
2023-09-30	$325,241	7,072	-28.1%	Shares	Sole	2023-11-13
2023-06-30	$424,620	9,836	+46.5%	Shares	Sole	2023-08-11
2023-03-31	$212,897	6,716	+8.6%	Shares	Sole	2023-05-11
2022-03-31	$220,752	6,187	-2.3%	Shares	Sole	2022-05-09
2021-12-31	$265,500	6,332	+4.2%	Shares	Sole	2022-02-10
2021-09-30	$272,160	6,075	+0.6%	Shares	Sole	2021-11-05
2021-06-30	$302,724	6,040	-30.5%	Shares	Sole	2021-08-09
2020-12-31	$442,935	8,685	+15.5%	Shares	Sole	2021-02-12
2020-06-30	$233,628	7,517	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.