Position in UBER
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,010,801
+$2,256,260 QoQ
Shares Held
97,467
+67.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $87,098,216 across 43 Software - Application names. UBER ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
167,314 | $17,492,678 | |
| 2 | KVYO |
Klaviyo, Inc.
|
429,820 | $8,364,297 | |
| 3 | CRM |
Salesforce, Inc.
|
38,729 | $7,229,542 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
97,467 | $7,010,801 | |
| 5 | ZM |
Zoom Communications, Inc.
|
72,805 | $5,852,793 | |
| 6 | SHOP |
Shopify Inc.
|
46,835 | $5,555,567 | |
| 7 | ADBE |
Adobe Inc.
|
20,728 | $5,038,562 | |
| 8 | SNOW |
Snowflake Inc.
|
18,767 | $2,830,438 |
All Filings in UBER
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,010,801 | 97,467 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,754,541 | 58,188 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $9,139,915 | 93,293 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,538,277 | 70,078 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,456,846 | 61,170 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,926,485 | 48,516 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,732,291 | 36,353 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,714,016 | 37,342 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,535,126 | 32,928 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,486,730 | 24,147 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,290,801 | 28,067 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,177,289 | 27,271 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $796,557 | 25,128 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $395,605 | 15,997 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $446,180 | 16,837 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $335,809 | 16,413 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $600,208 | 16,822 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $684,297 | 16,320 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $714,515 | 15,949 | Shares | Other | 2021-11-15 | |
| 2021-03-31 | $255,542 | 4,688 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||