Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,870,294
+$281,304 QoQ
Shares Held
67,493
+5.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#743
of 2,397 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2025CallValue
$46,650
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WealthShield Partners, LLC holds $10,215,255 across 5 Software - Application names. UBER ranks #1 (47.7% of the industry book) .
All Filings in UBER
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,870,294 | 67,493 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,588,990 | 63,798 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,272,991 | 64,533 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,680,986 | 57,987 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,340,865 | 57,244 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $46,650 | 500 | Call | Sole | 2025-08-08 | |
| 2025-03-31 | $36,430 | 500 | Call | Sole | 2025-05-09 | |
| 2025-03-31 | $4,272,218 | 58,636 | Shares | Sole | 2025-05-09 | |
| 2021-06-30 | $14,635 | 292 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $15,535 | 285 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||