Shepherd Financial Partners LLC

Position in UBER — Uber Technologies, Inc

CIK 1696628 WINCHESTER, MA

Position in UBER

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$219,149

-$38,648 QoQ

Shares Held

3,037

-15.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,997

of 2,400 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $2,236,102 across 6 Software - Application names. UBER ranks #6 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	2,157	$548,956
2	ADBE	Adobe Inc.	2,549	$522,595
3	BILL	BILL Holdings, Inc.	11,918	$430,954
4	DDOG	Datadog, Inc.	1,018	$265,046
5	CRM	Salesforce, Inc.	1,592	$249,402
6	UBER	Uber Technologies, Inc This page	3,037	$219,149

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,149	3,037	-15.3%	Shares	Sole	2026-08-10
2026-03-31	$257,797	3,584	-48.1%	Shares	Sole	2026-05-11
2025-12-31	$564,697	6,911	+6.3%	Shares	Sole	2026-02-10
2025-09-30	$636,707	6,499	-0.3%	Shares	Sole	2025-11-07
2025-06-30	$608,129	6,518	-0.0%	Shares	Sole	2025-08-13
2025-03-31	$475,120	6,521	+31.2%	Shares	Sole	2025-04-18
2021-12-31	$208,392	4,970	-68.1%	Shares	Sole	2022-02-14
2021-09-30	$698,297	15,587	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.