Position in UBER
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$263,600
-$13,762 QoQ
Shares Held
3,653
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,906
of 2,397 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Holistic Financial Partners holds $840,129 across 3 Software - Application names. UBER ranks #2 (31.4% of the industry book) .
All Filings in UBER
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,600 | 3,653 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $277,362 | 3,856 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $320,466 | 3,922 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $387,667 | 3,957 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $363,403 | 3,895 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $279,126 | 3,831 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $219,323 | 3,636 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $251,861 | 3,351 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $213,097 | 2,932 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $226,889 | 2,947 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||