Position in UBER
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$227,015
-$571 QoQ
Shares Held
3,146
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,974
of 2,397 holders
Holding Since
Jun 2025
5 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, 2026Crown Wealth Group, LLC holds $702,948 across 2 Software - Application names. UBER ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,038 | $475,933 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
3,146 | $227,015 |
All Filings in UBER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,015 | 3,146 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $227,586 | 3,164 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $219,146 | 2,682 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $258,934 | 2,643 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $202,181 | 2,167 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||