EverSource Wealth Advisors, LLC
Position in UBER — Uber Technologies, Inc
CIK 1710537
BIRMINGHAM, AL
Position in UBER
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$936,015
+$21,522 QoQ
Shares Held
13,013
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $26,401,758 across 139 Software - Application names. UBER ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
55,861 | $6,971,447 | |
| 2 | CRM |
Salesforce, Inc.
|
11,249 | $2,099,841 | |
| 3 | SNOW |
Snowflake Inc.
|
10,629 | $1,603,059 | |
| 4 | ADBE |
Adobe Inc.
|
5,655 | $1,374,611 | |
| 5 | NOW |
ServiceNow, Inc.
|
12,076 | $1,262,539 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
13,013 | $936,015 | |
| 7 | ADP |
Automatic Data Processing Inc
|
4,552 | $924,868 | |
| 8 | INTU |
Intuit Inc.
|
2,050 | $886,373 |
All Filings in UBER
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $936,015 | 13,013 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $914,493 | 11,192 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,126,554 | 11,499 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,023,032 | 10,965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $845,829 | 11,609 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $592,339 | 9,820 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $911,761 | 12,131 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $813,214 | 11,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $566,180 | 7,354 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $441,085 | 7,164 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $326,480 | 7,099 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $313,931 | 7,272 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $247,036 | 7,793 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $122,808 | 4,966 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $40,624 | 1,533 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $21,708 | 1,061 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $44,421 | 1,245 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $45,955 | 1,096 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||