Strategic Family Wealth Counselors, L.L.C.
Position in UBER — Uber Technologies, Inc
CIK 1729755
FAIRFIELD, NJ
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,991,568
+$30,385 QoQ
Shares Held
124,606
+0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
6.18%
of 13F equity value
Holder Rank
#569
of 2,400 holders
Holding Since
Mar 2020
26 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 Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$3,060,000
PutShares
60,000
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, 2026Strategic Family Wealth Counselors, L.L.C. holds $9,206,111 across 2 Software - Application names. UBER ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
124,606 | $8,991,568 | |
| 2 | SNOW |
Snowflake Inc.
|
843 | $214,543 |
All Filings in UBER
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,991,568 | 124,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,961,183 | 124,582 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,458,716 | 127,998 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,269,762 | 125,240 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,619,582 | 124,540 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,186,625 | 126,086 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,526,729 | 124,780 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,348,175 | 124,377 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,033,179 | 124,287 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,551,995 | 124,068 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,637,635 | 124,048 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,704,967 | 124,048 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,355,281 | 124,051 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,931,465 | 124,021 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,066,816 | 124,012 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,287,219 | 124,046 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,537,981 | 124,046 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,424,498 | 124,005 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,199,529 | 124,005 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,555,424 | 124,005 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $12,427,404 | 247,953 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $13,515,918 | 247,953 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $15,705,603 | 307,953 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $3,060,000 | 60,000 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $11,232,082 | 307,897 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $2,188,800 | 60,000 | Put | Sole | 2020-10-26 | |
| 2020-06-30 | $1,864,800 | 60,000 | Put | Sole | 2020-07-13 | |
| 2020-06-30 | $9,569,438 | 307,897 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,675,200 | 60,000 | Call | Sole | 2020-04-16 | |
| 2020-03-31 | $5,025,600 | 180,000 | Put | Sole | 2020-04-16 | |
| 2020-03-31 | $8,596,986 | 307,915 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||