Position in UBER
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,129,809
+$458,703 QoQ
Shares Held
15,657
+67.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,264
of 2,400 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Consilium Wealth Advisory, LLC holds $2,058,275 across 2 Software - Application names. UBER ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
15,657 | $1,129,809 | |
| 2 | NOW |
ServiceNow, Inc.
|
9,352 | $928,466 |
All Filings in UBER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,129,809 | 15,657 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $671,106 | 9,330 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $937,377 | 11,472 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,085,703 | 11,082 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,028,539 | 11,024 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $507,178 | 6,961 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||