Evolution Wealth Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1763121 AVENTURA, FL

Position in UBER

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$576,125

+$375,729 QoQ

Shares Held

7,984

+186.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,555

of 2,397 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Technology · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,391,360 across 4 Software - Application names. UBER ranks #2 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	25,127	$2,184,290
2	UBER	Uber Technologies, Inc This page	7,984	$576,125
3	SHOP	Shopify Inc.	3,155	$360,237
4	CRM	Salesforce, Inc.	1,728	$270,708

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,125	7,984	+186.6%	Shares	Sole	2026-07-29
2026-03-31	$200,396	2,786	-0.0%	Shares	Sole	2026-05-08
2025-12-31	$227,725	2,787	+6.7%	Shares	Sole	2026-01-12
2025-09-30	$255,799	2,611	0.0%	Shares	Sole	2025-10-28
2025-06-30	$243,606	2,611	-65.3%	Shares	Sole	2025-08-08
2024-09-30	$565,804	7,528	-22.6%	Shares	Sole	2024-11-06
2024-06-30	$707,031	9,728	-16.2%	Shares	Sole	2024-07-18
2024-03-31	$894,238	11,615	+30.8%	Shares	Sole	2024-04-19
2023-12-31	$546,803	8,881	-3.6%	Shares	Sole	2024-01-31
2023-09-30	$423,567	9,210	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$395,135	9,153	-17.4%	Shares	Sole	2023-07-17
2023-03-31	$351,331	11,083	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$273,761	11,070	+129.5%	Shares	Sole	2023-02-07
2021-12-31	$202,228	4,823	0.0%	Shares	Sole	2022-01-28
2021-09-30	$216,070	4,823	+41.9%	Shares	Sole	2021-11-09
2021-06-30	$170,408	3,400	+32.0%	Shares	Sole	2021-07-22
2021-03-31	$140,417	2,576	+9.9%	Shares	Sole	2021-04-20
2020-12-31	$119,493	2,343	0.0%	Shares	Sole	2021-02-02
2020-09-30	$85,472	2,343	+17.2%	Shares	Sole	2020-10-15
2020-06-30	$62,160	2,000	+346.4%	Shares	Sole	2020-07-27
2020-03-31	$12,508	448	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.