KMG FIDUCIARY PARTNERS, LLC

Position in UBER — Uber Technologies, Inc

CIK 1773205 TOLEDO, OH

Position in UBER

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,519,899

+$253,313 QoQ

Shares Held

34,921

+10.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#985

of 2,392 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $5,377,220 across 2 Software - Application names. UBER ranks #2 (46.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc.	18,239	$2,857,321
2	UBER	Uber Technologies, Inc This page	34,921	$2,519,899

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,519,899	34,921	+10.8%	Shares	Sole	2026-07-09
2026-03-31	$2,266,586	31,511	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$2,610,797	31,952	-19.3%	Shares	Sole	2026-01-14
2025-09-30	$3,876,770	39,571	-0.0%	Shares	Sole	2025-10-10
2025-06-30	$3,692,254	39,574	+18.8%	Shares	Sole	2025-07-10
2025-03-31	$2,427,549	33,318	+59.5%	Shares	Sole	2025-04-14
2024-12-31	$1,259,783	20,885	-2.5%	Shares	Sole	2025-01-15
2024-09-30	$1,610,603	21,429	+2.0%	Shares	Sole	2024-10-17
2024-06-30	$1,526,788	21,007	+3.0%	Shares	Sole	2024-07-18
2024-03-31	$1,570,442	20,398	+36.2%	Shares	Sole	2024-04-10
2022-03-31	$534,557	14,982	-49.9%	Shares	Sole	2022-04-19
2021-12-31	$1,252,700	29,876	-1.2%	Shares	Sole	2022-01-12
2021-09-30	$1,354,528	30,235	+15.1%	Shares	Sole	2021-10-12
2021-06-30	$1,316,251	26,262	-1.2%	Shares	Sole	2021-07-20
2021-03-31	$1,448,330	26,570	+2.9%	Shares	Sole	2021-04-08
2020-12-31	$1,317,228	25,828	-0.5%	Shares	Sole	2021-01-13
2020-09-30	$946,692	25,951	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.