Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$235,818
-$15,195 QoQ
Shares Held
3,268
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,950
of 2,392 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $4,200,580 across 34 Software - Application names. UBER ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,802 | $851,457 | |
| 2 | ADSK |
Autodesk, Inc.
|
3,633 | $706,327 | |
| 3 | CRM |
Salesforce, Inc.
|
3,687 | $577,605 | |
| 4 | ADBE |
Adobe Inc.
|
1,390 | $284,977 | |
| 5 | PAYX |
Paychex Inc
|
2,893 | $284,468 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
3,268 | $235,818 | |
| 7 | SHOP |
Shopify Inc.
|
1,950 | $222,651 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,728 | $171,555 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,818 | 3,268 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $251,013 | 3,072 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $574,006 | 5,859 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,014,544 | 10,874 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $568,162 | 7,798 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $255,696 | 4,239 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $212,724 | 3,455 | Shares | Sole | 2024-01-17 | |
| 2021-03-31 | $452,051 | 8,293 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $421,413 | 8,263 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $324,197 | 8,887 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $382,688 | 12,313 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $339,590 | 12,163 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||