Morling Financial Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1905198 FREMONT, CA

Position in UBER

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$497,398

+$2,089 QoQ

Shares Held

6,893

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#1,623

of 2,400 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Morling Financial Advisors, LLC holds $958,258 across 3 Software - Application names. UBER ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	6,893	$497,398
2	NOW	ServiceNow, Inc.	2,370	$235,293
3	CDNS	Cadence Design Systems Inc	601	$225,567

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,398	6,893	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$495,309	6,886	0.0%	Shares	Sole	2026-05-06
2025-12-31	$562,655	6,886	0.0%	Shares	Sole	2026-02-06
2025-09-30	$674,621	6,886	-1.2%	Shares	Sole	2025-11-04
2025-06-30	$650,580	6,973	-15.1%	Shares	Sole	2025-08-11
2025-03-31	$598,326	8,212	-1.9%	Shares	Sole	2025-05-06
2024-12-31	$504,818	8,369	+1.4%	Shares	Sole	2025-02-07
2024-09-30	$620,145	8,251	0.0%	Shares	Sole	2024-10-18
2024-06-30	$599,682	8,251	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$631,318	8,200	-7.3%	Shares	Sole	2024-05-13
2023-12-31	$544,894	8,850	-13.7%	Shares	Sole	2024-02-02
2023-09-30	$471,397	10,250	0.0%	Shares	Sole	2023-11-08
2023-06-30	$442,492	10,250	0.0%	Shares	Sole	2023-07-28
2023-03-31	$324,925	10,250	-28.1%	Shares	Sole	2023-05-02
2022-12-31	$352,402	14,250	-10.4%	Shares	Sole	2023-02-03
2022-09-30	$421,482	15,905	-29.9%	Shares	Sole	2022-11-01
2022-06-30	$463,930	22,675	+272.6%	Shares	Sole	2022-08-01
2022-03-31	$217,148	6,086	0.0%	Shares	Sole	2022-05-06
2021-12-31	$255,185	6,086	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.