Accurate Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 1877728
WESLEY CHAPEL, FL
Position in UBER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$560,683
+$181,469 QoQ
Shares Held
7,770
+47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,567
of 2,400 holders
Holding Since
Dec 2022
12 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, 2026Accurate Wealth Management, LLC holds $7,717,716 across 11 Software - Application names. UBER ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
29,183 | $2,518,784 | |
| 2 | YOU |
Clear Secure, Inc.
|
21,065 | $1,173,952 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,242 | $841,467 | |
| 4 | PAYC |
Paycom Software, Inc.
|
5,035 | $632,798 | |
| 5 | UBER |
Uber Technologies, Inc
This page
|
7,770 | $560,683 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,169 | $485,747 | |
| 7 | NOW |
ServiceNow, Inc.
|
4,617 | $458,375 | |
| 8 | SHOP |
Shopify Inc.
|
3,648 | $416,528 |
All Filings in UBER
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,683 | 7,770 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $379,214 | 5,272 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $662,096 | 8,103 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $889,469 | 9,079 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $550,096 | 5,896 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $390,383 | 5,358 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $291,466 | 4,832 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $311,463 | 4,144 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $237,663 | 3,270 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $340,449 | 4,422 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $222,760 | 3,618 | Shares | Sole | 2024-01-12 | |
| 2022-12-31 | $42,090 | 1,702 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||