Legacy Trust

Position in UBER — Uber Technologies, Inc

CIK 1772483 GRAND RAPIDS, MI

Position in UBER

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,537,138

+$82,125 QoQ

Shares Held

49,018

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#870

of 2,400 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Legacy Trust holds $12,311,427 across 6 Software - Application names. UBER ranks #1 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	49,018	$3,537,138
2	CRM	Salesforce, Inc.	20,528	$3,215,916
3	SNOW	Snowflake Inc.	11,169	$2,842,510
4	ROP	Roper Technologies Inc	4,299	$1,454,738
5	ADBE	Adobe Inc.	4,150	$850,833
6	INTU	Intuit Inc.	1,572	$410,292

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,537,138	49,018	+2.1%	Shares	Sole	2026-07-31
2026-03-31	$3,455,013	48,033	+15.0%	Shares	Sole	2026-04-14
2025-12-31	$3,414,088	41,783	+0.1%	Shares	Sole	2026-01-22
2025-09-30	$4,090,051	41,748	+7.6%	Shares	Sole	2025-10-24
2025-06-30	$3,619,573	38,795	-4.1%	Shares	Sole	2025-07-22
2025-03-31	$2,946,604	40,442	+9.9%	Shares	Sole	2025-04-16
2024-12-31	$2,219,293	36,792	-20.5%	Shares	Sole	2025-01-23
2024-09-30	$3,477,051	46,262	+15.5%	Shares	Sole	2024-10-29
2024-06-30	$2,911,270	40,056	—	Shares	Sole	2024-07-16
No filing history on record for this holder in this stock.