Position in UBER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,139,045
+$79,013 QoQ
Shares Held
15,785
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,259
of 2,399 holders
Holding Since
Mar 2025
6 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, 2026Whelan Financial holds $1,417,907 across 2 Software - Application names. UBER ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
15,785 | $1,139,045 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
743 | $278,862 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,139,045 | 15,785 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,060,032 | 14,737 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,053,160 | 12,889 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,167,410 | 11,916 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $693,685 | 7,435 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $388,708 | 5,335 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||