Lifeworks Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1882132 GRAND RAPIDS, MI

Position in UBER

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,196,557

+$144,869 QoQ

Shares Held

16,582

+13.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,234

of 2,400 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $6,952,956 across 5 Software - Application names. UBER ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	18,598	$4,165,022
2	UBER	Uber Technologies, Inc This page	16,582	$1,196,557
3	CDNS	Cadence Design Systems Inc	1,956	$734,125
4	MSTR	Strategy Inc	5,744	$499,325
5	ADSK	Autodesk, Inc.	1,841	$357,927

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,196,557	16,582	+13.4%	Shares	Sole	2026-08-14
2026-03-31	$1,051,688	14,621	+8.6%	Shares	Sole	2026-05-04
2025-12-31	$1,099,898	13,461	+64.8%	Shares	Sole	2026-02-13
2025-09-30	$800,120	8,167	+35.6%	Shares	Sole	2025-11-12
2025-06-30	$562,039	6,024	+45.9%	Shares	Sole	2025-08-05
2025-03-31	$300,766	4,128	+43.9%	Shares	Sole	2025-05-06
2024-09-30	$215,558	2,868	—	Shares	Sole	2024-11-06
No filing history on record for this holder in this stock.