Abound Wealth Management

Position in UBER — Uber Technologies, Inc

CIK 1950323 FRANKLIN, TN

Position in UBER

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$26,915

-$20,558 QoQ

Shares Held

373

-43.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,200

of 2,392 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Abound Wealth Management holds $850,942 across 34 Software - Application names. UBER ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	2,541	$290,131
2	CDNS	Cadence Design Systems Inc	470	$176,400
3	MSTR	Strategy Inc	1,057	$91,885
4	CCC	CCC Intelligent Solutions Holdings Inc.	11,799	$60,882
5	WDAY	Workday, Inc.	375	$45,907
6	CRM	Salesforce, Inc.	258	$40,418
7	UBER	Uber Technologies, Inc This page	373	$26,915
8	WK	Workiva Inc	500	$24,255

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,915	373	-43.5%	Shares	Sole	2026-07-10
2026-03-31	$47,473	660	-3.6%	Shares	Sole	2026-04-10
2025-12-31	$55,971	685	+109.5%	Shares	Sole	2026-01-12
2025-09-30	$32,036	327	+2.5%	Shares	Sole	2025-10-10
2025-06-30	$29,762	319	-24.6%	Shares	Sole	2025-07-14
2025-03-31	$30,819	423	-18.3%	Shares	Sole	2025-04-17
2024-12-31	$31,245	518	-6.5%	Shares	Sole	2025-01-13
2024-09-30	$41,638	554	-3.0%	Shares	Sole	2024-11-04
2024-06-30	$41,500	571	+5.0%	Shares	Sole	2024-08-09
2024-03-31	$41,882	544	+49.9%	Shares	Sole	2024-08-08
2023-12-31	$22,349	363	+967.6%	Shares	Sole	2024-08-08
2023-09-30	$1,563	34	+9.7%	Shares	Sole	2024-08-08
2023-06-30	$1,338	31	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.