WealthPlan Investment Management, LLC

Position in UBER — Uber Technologies, Inc

CIK 1929986 OMAHA, NE

Position in UBER

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,725,128

-$30,395 QoQ

Shares Held

23,907

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,097

of 2,400 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $5,223,203 across 7 Software - Application names. UBER ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	23,907	$1,725,128
2	ADBE	Adobe Inc.	5,809	$1,190,961
3	NOW	ServiceNow, Inc.	8,540	$847,850
4	ADP	Automatic Data Processing Inc	2,331	$522,026
5	ROP	Roper Technologies Inc	1,241	$419,941
6	SHOP	Shopify Inc.	2,615	$298,579
7	INTU	Intuit Inc.	838	$218,718

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,725,128	23,907	-2.0%	Shares	Sole	2026-07-28
2026-03-31	$1,755,523	24,406	+2.9%	Shares	Sole	2026-04-29
2025-12-31	$1,937,262	23,709	+28.5%	Shares	Sole	2026-02-05
2025-09-30	$1,807,154	18,446	+0.4%	Shares	Sole	2025-10-27
2025-06-30	$1,713,547	18,366	+12.0%	Shares	Sole	2025-07-28
2025-03-31	$1,194,393	16,393	+138.2%	Shares	Sole	2025-05-12
2024-12-31	$415,061	6,881	-5.1%	Shares	Sole	2025-01-30
2024-09-30	$545,210	7,254	+1.1%	Shares	Sole	2024-11-05
2024-06-30	$521,697	7,178	-39.9%	Shares	Sole	2024-08-09
2024-03-31	$919,337	11,941	+22.0%	Shares	Sole	2024-05-16
2023-12-31	$602,400	9,784	+8.6%	Shares	Sole	2024-01-05
2023-09-30	$414,185	9,006	+186.5%	Shares	Sole	2023-11-15
2023-06-30	$135,726	3,144	-39.4%	Shares	Other	2023-08-14
2023-03-31	$164,332	5,184	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.