JEPPSON WEALTH MANAGEMENT, LLC
Position in UBER — Uber Technologies, Inc
CIK 1831263
MANHATTAN BEACH, CA
Position in UBER
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,064,504
-$111,263 QoQ
Shares Held
14,752
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,281
of 2,392 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $6,218,425 across 7 Software - Application names. UBER ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
24,586 | $2,807,229 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
14,752 | $1,064,504 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,520 | $788,304 | |
| 4 | PAYX |
Paychex Inc
|
5,321 | $523,213 | |
| 5 | CRM |
Salesforce, Inc.
|
2,614 | $409,509 | |
| 6 | SNOW |
Snowflake Inc.
|
1,590 | $404,655 | |
| 7 | ADBE |
Adobe Inc.
|
1,078 | $221,011 |
All Filings in UBER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,504 | 14,752 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,175,767 | 16,346 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,310,056 | 16,033 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,581,137 | 16,139 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,501,850 | 16,097 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,189,220 | 16,322 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $988,584 | 16,389 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,223,529 | 16,279 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,185,846 | 16,316 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,259,248 | 16,356 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,044,966 | 16,972 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $785,969 | 17,090 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $746,193 | 17,285 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $592,599 | 18,694 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $581,031 | 23,495 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $567,921 | 21,431 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $442,877 | 21,646 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $942,594 | 26,418 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,059,445 | 25,267 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,106,918 | 24,708 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,233,854 | 24,618 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,409,574 | 25,859 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,361,139 | 26,689 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $825,907 | 22,640 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||