Capital Asset Advisory Services LLC
Position in UBER — Uber Technologies, Inc
CIK 1666024
Williamston, MI
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$277,238
+$883 QoQ
Shares Held
3,842
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,875
of 2,392 holders
Holding Since
Dec 2020
17 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, 2026Capital Asset Advisory Services LLC holds $4,375,639 across 9 Software - Application names. UBER ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
7,701 | $2,009,961 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,901 | $425,728 | |
| 3 | SHOP |
Shopify Inc.
|
3,591 | $410,020 | |
| 4 | ADBE |
Adobe Inc.
|
1,784 | $365,755 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,575 | $354,926 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
3,842 | $277,238 | |
| 7 | TEAM |
Atlassian Corp
|
3,229 | $251,183 | |
| 8 | PAYX |
Paychex Inc
|
2,456 | $241,498 |
All Filings in UBER
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,238 | 3,842 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $276,355 | 3,842 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $478,575 | 5,857 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $499,647 | 5,100 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $469,765 | 5,035 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $364,081 | 4,997 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $269,208 | 4,463 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $328,900 | 4,376 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $313,832 | 4,318 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $349,534 | 4,540 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $282,914 | 4,595 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $235,698 | 5,125 | Shares | Sole | 2023-10-18 | |
| 2021-12-31 | $231,579 | 5,523 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $283,180 | 6,321 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $553,274 | 11,039 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $520,461 | 9,548 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $400,758 | 7,858 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||