Position in UBER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$512,336
+$16,019 QoQ
Shares Held
7,100
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,609
of 2,397 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Beta Wealth Group, Inc. holds $2,322,096 across 3 Software - Application names. UBER ranks #2 (22.1% of the industry book) .
All Filings in UBER
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,336 | 7,100 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $496,317 | 6,900 | Shares | Other | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||