Monte Financial Group, LLC

Position in UBER — Uber Technologies, Inc

CIK 1755651 GUILFORD, CT

Position in UBER

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$237,406

+$757 QoQ

Shares Held

3,290

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,951

of 2,400 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Monte Financial Group, LLC holds $13,662,979 across 4 Software - Application names. UBER ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	34,271	$7,674,990
2	INTU	Intuit Inc.	15,976	$4,169,736
3	CDNS	Cadence Design Systems Inc	4,212	$1,580,847
4	UBER	Uber Technologies, Inc This page	3,290	$237,406

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,406	3,290	0.0%	Shares	Sole	2026-08-07
2026-03-31	$236,649	3,290	0.0%	Shares	Sole	2026-05-14
2025-12-31	$268,825	3,290	0.0%	Shares	Sole	2026-01-22
2025-09-30	$322,321	3,290	0.0%	Shares	Sole	2025-10-31
2025-06-30	$306,957	3,290	+0.3%	Shares	Sole	2025-07-23
2025-03-31	$238,980	3,280	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.