M Holdings Securities, Inc.

Broker-Dealer

Position in UBER — Uber Technologies, Inc

CIK 1569638 PORTLAND, OR

Position in UBER

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

Position Value

$1,900,333

+$61,659 QoQ

Shares Held

26,335

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,058

of 2,397 holders

Holding Since

Mar 2021

9 quarters on record

Technology · as of Jun 30, 2026

M Holdings Securities, Inc. holds $5,202,161 across 3 Software - Application names. UBER ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	26,335	$1,900,333
2	CRM	Salesforce, Inc.	11,900	$1,864,254
3	NOW	ServiceNow, Inc.	14,480	$1,437,574

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,900,333	26,335	+3.0%	Shares	Sole	2026-08-11
2026-03-31	$1,838,674	25,562	+0.9%	Shares	Sole	2026-05-12
2025-12-31	$2,070,694	25,342	+21.3%	Shares	Sole	2026-02-11
2025-06-30	$1,948,477	20,884	+69.0%	Shares	Sole	2025-08-13
2025-03-31	$900,185	12,355	+99.9%	Shares	Sole	2025-05-13
2024-06-30	$449,235	6,181	-54.0%	Shares	Sole	2024-08-13
2022-03-31	$479,289	13,433	+10.3%	Shares	Sole	2022-05-24
2021-06-30	$610,561	12,182	+21.3%	Shares	Sole	2021-08-19
2021-03-31	$547,552	10,045	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.