Pinnacle Wealth Planning Services, Inc.
Position in UBER — Uber Technologies, Inc
CIK 1726752
MANSFIELD, OH
Position in UBER
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$761,738
-$119,749 QoQ
Shares Held
10,590
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. UBER ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in UBER
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $761,738 | 10,590 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $881,487 | 10,788 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,124,597 | 11,479 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,097,674 | 11,765 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $745,066 | 10,226 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $560,433 | 9,291 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,078,621 | 14,351 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,044,266 | 14,368 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,024,582 | 13,308 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $563,673 | 9,155 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $397,951 | 8,653 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $305,341 | 7,073 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $233,913 | 7,379 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $215,221 | 6,032 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $280,301 | 6,685 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $283,494 | 6,328 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $347,832 | 6,940 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $289,283 | 5,307 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $283,509 | 5,559 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||