Naviter Wealth, LLC

Position in UBER — Uber Technologies, Inc

CIK 1855567 LITTLE ROCK, AR

Position in UBER

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,596,828

+$175,492 QoQ

Shares Held

22,129

+12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,132

of 2,411 holders

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Technology · as of Jun 30, 2026

Naviter Wealth, LLC holds $8,233,111 across 7 Software - Application names. UBER ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	19,650	$3,028,261
2	UBER	Uber Technologies, Inc This page	22,129	$1,596,828
3	CRM	Salesforce, Inc.	7,317	$1,146,281
4	NOW	ServiceNow, Inc.	11,002	$1,092,278
5	ADBE	Adobe Inc.	4,057	$831,766
6	INTU	Intuit Inc.	2,060	$537,660
7	CXAI	CXApp Inc.	200	$37

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,596,828	22,129	+12.0%	Shares	Sole	2026-08-07
2026-03-31	$1,421,336	19,760	-1.6%	Shares	Sole	2026-04-10
2025-12-31	$1,640,246	20,074	-3.3%	Shares	Sole	2026-01-21
2025-09-30	$2,034,640	20,768	+4.3%	Shares	Sole	2025-11-06
2025-06-30	$1,857,416	19,908	-3.1%	Shares	Sole	2025-07-28
2025-03-31	$1,497,127	20,548	+2.5%	Shares	Sole	2025-04-25
2024-12-31	$1,209,777	20,056	+109.3%	Shares	Sole	2025-02-07
2024-09-30	$720,258	9,583	-6.5%	Shares	Sole	2024-10-16
2024-06-30	$745,188	10,253	-7.1%	Shares	Sole	2024-08-02
2024-03-31	$850,046	11,041	+178.3%	Shares	Sole	2024-04-18
2023-12-31	$244,248	3,967	-77.8%	Shares	Sole	2024-02-05
2022-12-31	$442,122	17,878	+10.6%	Shares	Sole	2023-01-31
2022-09-30	$428,372	16,165	-1.7%	Shares	Sole	2022-10-27
2022-06-30	$336,321	16,438	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.