Position in UBER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,309,375
+$256,855 QoQ
Shares Held
101,294
+3.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#627
of 2,411 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bogart Wealth, LLC holds $23,002,887 across 57 Software - Application names. UBER ranks #2 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
65,143 | $7,438,027 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
101,294 | $7,309,375 | |
| 3 | ADP |
Automatic Data Processing Inc
|
27,725 | $6,209,013 | |
| 4 | ROP |
Roper Technologies Inc
|
2,244 | $759,347 | |
| 5 | ADBE |
Adobe Inc.
|
1,694 | $347,303 | |
| 6 | CRM |
Salesforce, Inc.
|
1,335 | $209,141 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,085 | $107,718 | |
| 8 | ADSK |
Autodesk, Inc.
|
421 | $81,850 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,309,375 | 101,294 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,052,520 | 98,047 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,743,003 | 94,762 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,031,854 | 92,190 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,555,516 | 91,699 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,670,333 | 91,550 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,306,968 | 137,715 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,134,194 | 121,530 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $8,631,404 | 118,759 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,825,440 | 114,631 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $7,028,523 | 114,155 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,522,531 | 141,825 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $6,098,064 | 141,257 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,426,429 | 139,635 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,460,617 | 139,936 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,515,861 | 132,674 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,478,319 | 121,130 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,682,390 | 103,206 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,824,854 | 91,220 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,006,214 | 67,103 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,557,122 | 51,020 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,542,523 | 28,298 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,113,279 | 21,829 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $646,608 | 17,725 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $359,968 | 11,582 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,213 | 330 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||