Position in UBER
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,128,077
-$235,284 QoQ
Shares Held
15,633
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,263
of 2,392 holders
Holding Since
Dec 2020
23 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, 2026Tradition Wealth Management, LLC holds $4,808,102 across 8 Software - Application names. UBER ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
15,633 | $1,128,077 | |
| 2 | FICO |
Fair Isaac Corp
|
835 | $997,641 | |
| 3 | SNOW |
Snowflake Inc.
|
3,237 | $823,816 | |
| 4 | MSTR |
Strategy Inc
|
6,104 | $530,620 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,490 | $445,767 | |
| 6 | SHOP |
Shopify Inc.
|
3,688 | $421,095 | |
| 7 | ADBE |
Adobe Inc.
|
1,153 | $236,388 | |
| 8 | WK |
Workiva Inc
|
4,632 | $224,698 |
All Filings in UBER
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,077 | 15,633 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,363,361 | 18,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,698,996 | 20,793 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,906,104 | 19,456 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,693,488 | 18,151 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,279,713 | 17,564 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,096,376 | 18,176 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,025,633 | 13,646 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $982,706 | 13,521 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,044,523 | 13,567 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $816,849 | 13,267 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $588,717 | 12,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $224,311 | 5,196 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114,817 | 3,622 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,694 | 392 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $22,313 | 842 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,920 | 827 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $29,507 | 827 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $34,676 | 827 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,049 | 827 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $30,272 | 604 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,011 | 202 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,302 | 202 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||