PERSONAL CFO SOLUTIONS, LLC

Position in UBER — Uber Technologies, Inc

CIK 1677501 CHESTER, NJ

Position in UBER

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$870,826

-$462,828 QoQ

Shares Held

12,068

-34.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,369

of 2,392 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. UBER ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,404	$1,827,149
2	SHOP	Shopify Inc.	9,476	$1,081,969
3	UBER	Uber Technologies, Inc This page	12,068	$870,826
4	INTU	Intuit Inc.	2,405	$627,705
5	CRM	Salesforce, Inc.	3,886	$608,780
6	ADBE	Adobe Inc.	2,750	$563,805
7	YOU	Clear Secure, Inc.	7,904	$440,489
8	ADSK	Autodesk, Inc.	2,202	$428,112

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$870,826	12,068	-34.9%	Shares	Sole	2026-08-07
2026-03-31	$1,333,654	18,541	+4.1%	Shares	Sole	2026-04-30
2025-12-31	$1,455,255	17,810	+2.3%	Shares	Defined	2026-01-22
2025-09-30	$1,704,873	17,402	+56.5%	Shares	Defined	2025-11-10
2025-06-30	$1,037,309	11,118	+21.6%	Shares	Defined	2025-08-12
2025-03-31	$666,304	9,145	+28.9%	Shares	Defined	2025-04-30
2024-12-31	$428,030	7,096	+16.9%	Shares	Defined	2025-02-07
2024-09-30	$456,371	6,072	-3.9%	Shares	Defined	2024-11-14
2024-06-30	$459,046	6,316	+4.0%	Shares	Defined	2024-08-09
2024-03-31	$467,637	6,074	+4.8%	Shares	Defined	2024-05-13
2023-12-31	$356,982	5,798	-11.7%	Shares	Defined	2024-02-13
2023-09-30	$301,832	6,563	-2.0%	Shares	Defined	2023-11-13
2023-06-30	$289,152	6,698	—	Shares	Defined	2023-08-10
No filing history on record for this holder in this stock.