Octavia Wealth Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1841259 CINCINNATI, OH

Position in UBER

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$205,656

+$1,095 QoQ

Shares Held

2,850

+36.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,041

of 2,400 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,005,076 across 3 Software - Application names. UBER ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,695	$536,075
2	CRM	Salesforce, Inc.	1,681	$263,345
3	UBER	Uber Technologies, Inc This page	2,850	$205,656

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,656	2,850	+36.5%	Shares	Sole	2026-07-14
2025-09-30	$204,561	2,088	-2.7%	Shares	Sole	2025-10-28
2025-06-30	$200,128	2,145	—	Shares	Sole	2025-07-16
No filing history on record for this holder in this stock.