Position in UBER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$311,659
+$6,029 QoQ
Shares Held
4,319
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,839
of 2,400 holders
Holding Since
Dec 2022
14 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, 2026Strata Wealth Advisors, LLC holds $546,093 across 2 Software - Application names. UBER ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
4,319 | $311,659 | |
| 2 | WDAY |
Workday, Inc.
|
1,915 | $234,434 |
All Filings in UBER
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,659 | 4,319 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $305,630 | 4,249 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $343,999 | 4,210 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $442,922 | 4,521 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $418,637 | 4,487 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $325,829 | 4,472 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $590,472 | 9,789 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $750,096 | 9,980 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $717,642 | 9,874 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $781,371 | 10,149 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $617,547 | 10,030 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $466,016 | 10,133 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $353,296 | 11,145 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $336,797 | 13,619 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||