Souders Financial Advisors

Position in UBER — Uber Technologies, Inc

CIK 1811240 CINCINNATI, OH

Position in UBER

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,354,876

+$165,874 QoQ

Shares Held

18,776

+13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,186

of 2,397 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Souders Financial Advisors holds $3,739,746 across 5 Software - Application names. UBER ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	18,776	$1,354,876
2	ADP	Automatic Data Processing Inc	3,698	$828,167
3	SHOP	Shopify Inc.	6,813	$777,908
4	CRM	Salesforce, Inc.	3,179	$498,022
5	FICO	Fair Isaac Corp	235	$280,773

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,354,876	18,776	+13.6%	Shares	Sole	2026-08-05
2026-03-31	$1,189,002	16,530	+18.3%	Shares	Sole	2026-05-04
2025-12-31	$1,141,488	13,970	-2.4%	Shares	Sole	2026-02-02
2025-09-30	$1,402,734	14,318	+16.2%	Shares	Sole	2025-11-04
2025-06-30	$1,149,642	12,322	-2.3%	Shares	Sole	2025-08-06
2025-03-31	$918,983	12,613	-12.7%	Shares	Sole	2025-05-05
2024-12-31	$871,744	14,452	-16.1%	Shares	Sole	2025-02-06
2024-09-30	$1,294,781	17,227	+1.2%	Shares	Sole	2024-11-05
2024-06-30	$1,237,740	17,030	+60.1%	Shares	Sole	2024-08-28
2024-03-31	$818,711	10,634	+37.3%	Shares	Sole	2024-05-08
2023-12-31	$476,921	7,746	+5.9%	Shares	Sole	2024-01-24
2023-09-30	$336,416	7,315	—	Shares	Sole	2023-11-06
No filing history on record for this holder in this stock.