SkyOak Wealth, LLC

Position in UBER — Uber Technologies, Inc

CIK 1800379 SOUTHFIELD, MI

Position in UBER

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

Position Value

$632,482

-$69,986 QoQ

Shares Held

8,765

-10.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,518

of 2,408 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SkyOak Wealth, LLC holds $2,502,391 across 4 Software - Application names. UBER ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	14,140	$1,403,819
2	UBER	Uber Technologies, Inc This page	8,765	$632,482
3	IDCC	InterDigital, Inc.	902	$255,383
4	CRM	Salesforce, Inc.	1,345	$210,707

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$632,482	8,765	-10.2%	Shares	Sole	2026-07-30
2026-03-31	$702,468	9,766	-3.7%	Shares	Sole	2026-04-30
2025-12-31	$828,621	10,141	+223.0%	Shares	Sole	2026-02-05
2025-09-30	$307,625	3,140	-80.0%	Shares	Sole	2025-10-23
2025-06-30	$1,466,582	15,719	+4.2%	Shares	Sole	2025-07-30
2024-06-30	$1,096,232	15,083	-7.3%	Shares	Sole	2024-08-12
2024-03-31	$1,252,473	16,268	-17.2%	Shares	Sole	2024-04-29
2023-12-31	$1,209,111	19,638	-54.4%	Shares	Sole	2024-01-12
2023-09-30	$1,978,903	43,029	+59.8%	Shares	Sole	2023-10-24
2023-06-30	$1,162,093	26,919	+124.2%	Shares	Sole	2023-07-20
2023-03-31	$380,558	12,005	+0.0%	Shares	Sole	2023-05-02
2022-12-31	$296,760	12,000	0.0%	Shares	Sole	2023-01-26
2022-09-30	$318,000	12,000	0.0%	Shares	Sole	2022-10-25
2022-06-30	$245,520	12,000	0.0%	Shares	Sole	2022-07-26
2022-03-31	$428,160	12,000	0.0%	Shares	Sole	2022-04-18
2021-12-31	$503,160	12,000	0.0%	Shares	Sole	2022-01-24
2021-09-30	$537,600	12,000	-1.3%	Shares	Sole	2021-10-21
2021-06-30	$609,158	12,154	-49.8%	Shares	Sole	2021-07-19
2021-03-31	$1,321,049	24,235	+2.3%	Shares	Sole	2021-04-29
2020-12-31	$1,208,343	23,693	+97.4%	Shares	Sole	2021-02-02
2020-09-30	$437,760	12,000	-0.1%	Shares	Sole	2020-11-03
2020-06-30	$373,488	12,017	+0.0%	Shares	Sole	2020-08-10
2020-03-31	$335,402	12,013	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.