Roberts Wealth Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1885319 PALO ALTO, CA

Position in UBER

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

Position Value

$312,813

+$997 QoQ

Shares Held

4,335

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,836

of 2,400 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $15,071,305 across 6 Software - Application names. UBER ranks #6 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	18,103	$4,607,213
2	DDOG	Datadog, Inc.	15,629	$4,069,166
3	CRM	Salesforce, Inc.	18,452	$2,890,690
4	INTU	Intuit Inc.	8,381	$2,187,441
5	ADBE	Adobe Inc.	4,897	$1,003,982
6	UBER	Uber Technologies, Inc This page	4,335	$312,813

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,813	4,335	0.0%	Shares	Sole	2026-07-30
2026-03-31	$311,816	4,335	0.0%	Shares	Sole	2026-04-08
2025-12-31	$354,212	4,335	-4.9%	Shares	Sole	2026-01-13
2025-09-30	$446,449	4,557	0.0%	Shares	Sole	2025-10-21
2025-06-30	$425,168	4,557	-38.8%	Shares	Sole	2025-07-23
2025-03-31	$542,734	7,449	0.0%	Shares	Sole	2025-04-21
2024-12-31	$449,323	7,449	+7.6%	Shares	Sole	2025-01-17
2024-09-30	$520,407	6,924	+0.6%	Shares	Sole	2024-10-15
2024-06-30	$500,256	6,883	0.0%	Shares	Sole	2024-08-13
2024-03-31	$529,922	6,883	—	Shares	Sole	2024-04-18
No filing history on record for this holder in this stock.