Dynasty Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1727599
ST. PETERSBURG, FL
Position in UBER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,248,433
-$1,027,618 QoQ
Shares Held
31,159
-31.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,011
of 2,397 holders
Holding Since
Dec 2024
7 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, 2026Dynasty Wealth Management, LLC holds $5,288,455 across 7 Software - Application names. UBER ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
31,159 | $2,248,433 | |
| 2 | NOW |
ServiceNow, Inc.
|
8,311 | $825,116 | |
| 3 | SHOP |
Shopify Inc.
|
6,679 | $762,608 | |
| 4 | U |
Unity Software Inc.
|
15,391 | $439,874 | |
| 5 | INTU |
Intuit Inc.
|
1,649 | $430,389 | |
| 6 | DDOG |
Datadog, Inc.
|
1,379 | $359,036 | |
| 7 | ROP |
Roper Technologies Inc
|
659 | $222,999 |
All Filings in UBER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,433 | 31,159 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,276,051 | 45,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,387,908 | 53,701 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,183,788 | 52,912 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,948,757 | 20,887 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,978,513 | 27,155 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,010,963 | 16,760 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||