Position in UBER
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,069,620
+$178,221 QoQ
Shares Held
28,681
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,039
of 2,400 holders
Holding Since
Sep 2023
11 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, 2026HBW ADVISORY SERVICES LLC holds $11,828,411 across 8 Software - Application names. UBER ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
23,280 | $2,311,238 | |
| 2 | CRM |
Salesforce, Inc.
|
13,799 | $2,161,751 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
28,681 | $2,069,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,656 | $1,938,511 | |
| 5 | ADBE |
Adobe Inc.
|
9,374 | $1,921,857 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,860 | $698,095 | |
| 7 | INTU |
Intuit Inc.
|
1,690 | $441,090 | |
| 8 | SHOP |
Shopify Inc.
|
2,507 | $286,249 |
All Filings in UBER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,069,620 | 28,681 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,891,399 | 26,295 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,408,892 | 29,481 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,902,655 | 29,628 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,645,428 | 28,354 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $333,917 | 4,583 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $373,695 | 4,972 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $342,395 | 4,711 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $274 | 4,456 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $274,355 | 4,456 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $204,655 | 4,450 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||