Position in UBER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$761,215
+$326,327 QoQ
Shares Held
10,549
+74.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,440
of 2,411 holders
Holding Since
Dec 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, 2026Visionary Wealth Advisors holds $11,177,116 across 8 Software - Application names. UBER ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAR |
Par Technology Corp
|
392,907 | $6,844,439 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,773 | $844,963 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,347 | $828,690 | |
| 4 | MSTR |
Strategy Inc
|
9,016 | $783,760 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
10,549 | $761,215 | |
| 6 | CRM |
Salesforce, Inc.
|
3,377 | $529,040 | |
| 7 | SHOP |
Shopify Inc.
|
2,590 | $295,726 | |
| 8 | ADBE |
Adobe Inc.
|
1,411 | $289,283 |
All Filings in UBER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,215 | 10,549 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $434,888 | 6,046 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $551,052 | 6,744 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $966,180 | 9,862 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $850,056 | 9,111 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $415,302 | 5,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $317,041 | 5,256 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $430,741 | 5,731 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $471,911 | 6,493 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $435,301 | 5,654 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $266,474 | 4,328 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||