Position in UBER
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$761,865
-$103,093 QoQ
Shares Held
10,558
-12.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,433
of 2,397 holders
Holding Since
Jun 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. UBER ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
This page
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,865 | 10,558 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $864,958 | 12,025 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,183,079 | 14,479 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,497,373 | 15,284 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,356,022 | 14,534 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $893,117 | 12,258 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $770,105 | 12,767 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,187,001 | 15,793 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $1,108,951 | 15,258 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,311,293 | 17,032 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,071,625 | 17,405 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $923,203 | 20,074 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $920,772 | 21,329 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $736,866 | 23,245 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $360,068 | 14,560 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $392,835 | 14,824 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $508,011 | 14,238 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $427,391 | 10,193 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $403,379 | 9,004 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $456,242 | 9,103 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $485,466 | 8,906 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $485,724 | 9,524 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $311,028 | 8,526 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $257,187 | 8,275 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||