GUARDIAN WEALTH ADVISORS, LLC / NC
Position in UBER — Uber Technologies, Inc
CIK 1901403
RALEIGH, NC
Position in UBER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$296,216
+$2,382 QoQ
Shares Held
4,105
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,854
of 2,397 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $6,210,530 across 8 Software - Application names. UBER ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,207 | $1,807,590 | |
| 2 | FIG |
Figma, Inc.
|
66,123 | $1,196,165 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,221 | $833,585 | |
| 4 | CRM |
Salesforce, Inc.
|
4,412 | $691,183 | |
| 5 | SHOP |
Shopify Inc.
|
6,039 | $689,533 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,520 | $444,539 | |
| 7 | UBER |
Uber Technologies, Inc
This page
|
4,105 | $296,216 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,124 | $251,719 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,216 | 4,105 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $293,834 | 4,085 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $393,678 | 4,818 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $471,235 | 4,810 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,703 | 3,298 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $234,536 | 3,219 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||