Patriot Financial Group Insurance Agency, LLC

Insurance

Position in UBER — Uber Technologies, Inc

CIK 1694883 Westborough, MA

Back to UBER Full portfolio

Position in UBER

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,208,607

-$1,053,735 QoQ

Shares Held

16,749

-46.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,228

of 2,392 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in UBER Over Time

Shares Held

Position Value (USD)

Derivatives in UBER

reported options exposure · as of Dec 31, 2023

CallValue

CallShares

PutValue

$246,280

PutShares

4,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,408,112 across 5 Software - Application names. UBER ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	16,749	$1,208,607
2	NOW	ServiceNow, Inc.	9,177	$911,092
3	INTU	Intuit Inc.	1,813	$473,193
4	ADBE	Adobe Inc.	2,281	$467,650
5	ADP	Automatic Data Processing Inc	1,552	$347,570

All Filings in UBER

Export CSV

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,208,607	16,749	-46.7%	Shares	Sole	2026-07-16
2026-03-31	$2,262,342	31,452	+105.9%	Shares	Sole	2026-04-22
2025-12-31	$1,248,447	15,279	+17.1%	Shares	Sole	2026-01-26
2025-09-30	$1,278,410	13,049	+376.2%	Shares	Sole	2025-10-08
2024-09-30	$205,938	2,740	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$203,358	2,798	-32.7%	Shares	Sole	2024-07-26
2024-03-31	$319,893	4,155	+17.4%	Shares	Sole	2024-04-30
2023-12-31	$217,834	3,538	-56.0%	Shares	Sole	2024-01-19
2023-12-31	$246,280	4,000	—	Put	Sole	2024-01-19
2022-06-30	$164,600	8,045	-18.6%	Shares	Sole	2022-07-29
2022-03-31	$352,625	9,883	-13.9%	Shares	Sole	2022-05-11
2021-12-31	$481,062	11,473	-0.8%	Shares	Sole	2022-01-10
2021-09-30	$518,291	11,569	+46.9%	Shares	Sole	2021-11-24
2021-06-30	$394,594	7,873	+14.4%	Shares	Sole	2021-07-30
2021-03-31	$375,192	6,883	+41.5%	Shares	Sole	2021-04-29
2020-12-31	$248,064	4,864	+168.4%	Shares	Sole	2021-01-15
2020-09-30	$66,101	1,812	+14.0%	Shares	Sole	2020-10-21
2020-06-30	$49,417	1,590	+48.0%	Shares	Sole	2020-07-10
2020-03-31	$29,986	1,074	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.