Position in UBER
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$5,527,029
-$310,741 QoQ
Shares Held
76,839
+7.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Dec 31, 2025CallValue
$210,428
CallShares
14,000
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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $37,290,059 across 21 Software - Application names. UBER ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
115,318 | $10,623,094 | |
| 2 | FICO |
Fair Isaac Corp
|
5,890 | $6,287,810 | |
| 3 | UBER |
Uber Technologies, Inc
This page
|
76,839 | $5,527,029 | |
| 4 | CHYM |
Chime Financial, Inc.
|
110,609 | $2,071,706 | |
| 5 | CRM |
Salesforce, Inc.
|
9,387 | $1,752,271 | |
| 6 | SHOP |
Shopify Inc.
|
14,440 | $1,712,872 | |
| 7 | DDOG |
Datadog, Inc.
|
13,538 | $1,598,160 | |
| 8 | ADBE |
Adobe Inc.
|
6,506 | $1,581,478 |
All Filings in UBER
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,527,029 | 76,839 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $210,428 | 14,000 | Call | Sole | 2026-01-23 | |
| 2025-12-31 | $5,837,770 | 71,445 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,127,239 | 62,542 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,655,566 | 60,617 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,206,721 | 71,462 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,542,895 | 58,735 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,931,164 | 38,999 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,998,340 | 41,254 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,512,953 | 32,640 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,097,566 | 34,068 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,730,143 | 37,620 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,668,520 | 38,650 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,120,714 | 129,991 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,316,070 | 134,091 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,876,999 | 108,566 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,338,580 | 163,176 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,296,335 | 120,413 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,113,920 | 98,114 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,175,072 | 115,515 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||