Position in UBER
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$850,910
+$2,712 QoQ
Shares Held
11,792
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,376
of 2,389 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)
Position in Software - Application
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $2,662,749 across 17 Software - Application names. UBER ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
16,511 | $1,435,301 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
11,792 | $850,910 | |
| 3 | SHOP |
Shopify Inc.
|
995 | $113,609 | |
| 4 | DDOG |
Datadog, Inc.
|
328 | $85,398 | |
| 5 | ADP |
Automatic Data Processing Inc
|
203 | $45,461 | |
| 6 | NOW |
ServiceNow, Inc.
|
304 | $30,181 | |
| 7 | SAP |
Sap SE
|
152 | $23,424 | |
| 8 | INTU |
Intuit Inc.
|
70 | $18,270 |
All Filings in UBER
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,910 | 11,792 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $848,198 | 11,792 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $960,991 | 11,761 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,200,720 | 12,256 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,076,775 | 11,541 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $919,201 | 12,616 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $821,317 | 13,616 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,136,118 | 15,116 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,643,730 | 22,616 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,613,325 | 20,955 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,290,199 | 20,955 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $963,720 | 20,955 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $559,267 | 12,955 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,953 | 11,008 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $277,915 | 11,238 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $417,110 | 15,740 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $228,845 | 11,185 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $390,874 | 10,955 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $455,150 | 10,855 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $486,304 | 10,855 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $544,052 | 10,855 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $588,980 | 10,805 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $551,055 | 10,805 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $394,166 | 10,805 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $337,746 | 10,867 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $275,207 | 9,857 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||