Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,610,308
+$305,197 QoQ
Shares Held
50,032
+8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#862
of 2,412 holders
Holding Since
Mar 2021
17 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, 2026Western Wealth Management, LLC holds $15,595,372 across 14 Software - Application names. UBER ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
50,032 | $3,610,308 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,399 | $2,819,452 | |
| 3 | CRM |
Salesforce, Inc.
|
9,795 | $1,534,484 | |
| 4 | PAYX |
Paychex Inc
|
12,340 | $1,213,392 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,322 | $967,911 | |
| 6 | MSTR |
Strategy Inc
|
11,002 | $956,403 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,647 | $846,796 | |
| 8 | ADBE |
Adobe Inc.
|
3,514 | $720,440 |
All Filings in UBER
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,610,308 | 50,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,305,111 | 45,949 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $3,400,606 | 41,618 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,129,435 | 42,150 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,380,642 | 25,516 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,068,273 | 14,662 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $434,364 | 7,201 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $505,300 | 6,723 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $432,954 | 5,957 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,607,936 | 20,885 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,193,657 | 19,387 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $629,603 | 13,690 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $301,758 | 6,990 | Shares | Sole | 2023-08-30 | |
| 2022-09-30 | $290,917 | 10,978 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $229,101 | 6,421 | Shares | Sole | 2022-05-10 | |
| 2021-06-30 | $347,732 | 6,938 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $285,850 | 5,244 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||