Daner Wealth Management, LLC

Position in UBER — Uber Technologies, Inc

CIK 1956649 ALPHARETTA, GA

Position in UBER

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$228,602

+$1,807 QoQ

Shares Held

3,168

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,969

of 2,397 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Daner Wealth Management, LLC holds $1,024,939 across 5 Software - Application names. UBER ranks #1 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	3,168	$228,602
2	ROP	Roper Technologies Inc	646	$218,599
3	NOW	ServiceNow, Inc.	2,081	$206,601
4	CRM	Salesforce, Inc.	1,275	$199,741
5	ADBE	Adobe Inc.	836	$171,396

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,602	3,168	+0.5%	Shares	Sole	2026-08-14
2026-03-31	$226,795	3,153	+2.7%	Shares	Sole	2026-05-13
2025-12-31	$250,931	3,071	+10.5%	Shares	Sole	2026-02-11
2025-09-30	$272,258	2,779	+25.5%	Shares	Sole	2025-10-21
2025-06-30	$206,566	2,214	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.