CFS Investment Advisory Services, LLC

Position in UBER — Uber Technologies, Inc

CIK 1845688 TOTOWA, NJ

Position in UBER

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$197,213

+$629 QoQ

Shares Held

2,733

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,060

of 2,400 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $3,394,640 across 4 Software - Application names. UBER ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	9,547	$2,138,050
2	ROP	Roper Technologies Inc	2,519	$852,404
3	INTU	Intuit Inc.	793	$206,973
4	UBER	Uber Technologies, Inc This page	2,733	$197,213

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$197,213	2,733	0.0%	Shares	Sole	2026-07-16
2026-03-31	$196,584	2,733	+6.1%	Shares	Sole	2026-04-29
2025-12-31	$210,566	2,577	-1.4%	Shares	Sole	2026-02-10
2025-09-30	$255,995	2,613	-21.4%	Shares	Sole	2025-10-31
2025-06-30	$310,035	3,323	-93.1%	Shares	Sole	2025-08-11
2022-09-30	$2,000	48,495	-29.1%	Shares	Sole	2022-10-31
2022-03-31	$2,000	68,399	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.