Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,040,006
-$87,232 QoQ
Shares Held
28,361
+8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $24,576,674 across 18 Software - Application names. UBER ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
15,288 | $3,716,207 | |
| 2 | MSTR |
Strategy Inc
|
27,345 | $3,412,656 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
461,958 | $3,081,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,353 | $2,546,106 | |
| 5 | CRM |
Salesforce, Inc.
|
13,439 | $2,508,658 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
28,361 | $2,040,006 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,705 | $1,362,321 | |
| 8 | SHOP |
Shopify Inc.
|
11,386 | $1,350,607 |
All Filings in UBER
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,040,006 | 28,361 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,127,238 | 26,034 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,556,331 | 26,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,546,706 | 38,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,779,244 | 38,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,465,112 | 24,289 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,468,930 | 32,849 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,844,763 | 25,382 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,814,500 | 23,568 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,525,027 | 24,769 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,341,068 | 29,160 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,162,222 | 26,922 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $730,494 | 23,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $552,764 | 22,352 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $688,178 | 25,969 | Shares | Sole | 2022-11-22 | |
| 2021-06-30 | $283,779 | 5,662 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $277,074 | 5,083 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $248,472 | 4,872 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $306,359 | 8,398 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $207,614 | 6,680 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||