Bay Harbor Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1767989
Hunt Valley, MD
Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$110,332
+$4,092 QoQ
Shares Held
1,529
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,090
of 2,389 holders
Holding Since
Mar 2020
13 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, 2026Bay Harbor Wealth Management, LLC holds $255,129 across 33 Software - Application names. UBER ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
1,529 | $110,332 | |
| 2 | NOW |
ServiceNow, Inc.
|
762 | $75,651 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
52 | $19,516 | |
| 4 | DDOG |
Datadog, Inc.
|
31 | $8,071 | |
| 5 | SNOW |
Snowflake Inc.
|
25 | $6,362 | |
| 6 | ADSK |
Autodesk, Inc.
|
28 | $5,443 | |
| 7 | CRM |
Salesforce, Inc.
|
32 | $5,013 | |
| 8 | ZM |
Zoom Communications, Inc.
|
44 | $3,797 |
All Filings in UBER
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,332 | 1,529 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $106,240 | 1,477 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $91,678 | 1,122 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $108,746 | 1,110 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $121,103 | 1,298 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $90,273 | 1,239 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $72,987 | 1,210 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $86,434 | 1,150 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $87,143 | 1,199 | Shares | Other | 2024-07-24 | |
| 2020-12-31 | $2,346 | 46 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,195 | 115 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $124 | 4 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $139 | 5 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||