Kingsview Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1791965
GRANTS PASS, OR
Position in UBER
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,802,845
+$87,387 QoQ
Shares Held
24,984
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,079
of 2,397 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Mar 31, 2026CallValue
$28,772
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. UBER ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in UBER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,802,845 | 24,984 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,715,458 | 23,849 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $28,772 | 400 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $2,094,717 | 25,636 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,748,156 | 28,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,463,306 | 26,402 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,851,591 | 25,413 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,464,268 | 24,275 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,231,195 | 16,381 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,005,527 | 13,835 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $984,240 | 12,784 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $745,243 | 12,104 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $443,527 | 9,644 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $275,856 | 6,390 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $206,050 | 6,500 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $324,545 | 9,096 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $542,280 | 12,933 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $647,763 | 14,459 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,148,800 | 22,921 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $993,826 | 18,232 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $396,627 | 7,777 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||