Position in UBER
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$595,464
+$99,435 QoQ
Shares Held
8,252
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,541
of 2,400 holders
Holding Since
Jun 2024
9 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, 2026Heartwood Wealth Advisors LLC holds $894,213 across 2 Software - Application names. UBER ranks #1 (66.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
8,252 | $595,464 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,334 | $298,749 |
All Filings in UBER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,464 | 8,252 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $496,029 | 6,896 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $571,479 | 6,994 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $634,159 | 6,473 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $606,263 | 6,498 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $491,367 | 6,744 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $331,518 | 5,496 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $410,448 | 5,461 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $469,076 | 6,454 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||