Position in UBER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$717,703
-$326,648 QoQ
Shares Held
9,946
-31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#159
of 348 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names. UBER ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
15,834 | $1,556,957 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
9,946 | $717,703 | |
| 3 | SHOP |
Shopify Inc.
|
4,994 | $570,214 | |
| 4 | SAP |
Sap SE
|
3,378 | $520,583 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,761 | $410,921 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,653 | $370,189 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,267 | $324,347 | |
| 8 | CRM |
Salesforce, Inc.
|
1,837 | $287,784 |
All Filings in UBER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,703 | 9,946 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,044,351 | 14,519 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $857,464 | 10,494 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,138,803 | 11,624 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,045,519 | 11,206 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $670,967 | 9,209 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $355,948 | 5,901 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $467,720 | 6,223 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $262,229 | 3,608 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $234,742 | 3,049 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||