Beaumont Financial Advisors, LLC

Position in UBER — Uber Technologies, Inc

CIK 1957394 NEEDHAM, MA

Position in UBER

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$226,438

-$2,227 QoQ

Shares Held

3,138

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,979

of 2,399 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $6,471,173 across 5 Software - Application names. UBER ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	28,078	$4,398,699
2	ADP	Automatic Data Processing Inc	4,131	$925,137
3	ROP	Roper Technologies Inc	1,673	$566,126
4	SNOW	Snowflake Inc.	1,394	$354,773
5	UBER	Uber Technologies, Inc This page	3,138	$226,438

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,438	3,138	-1.3%	Shares	Sole	2026-08-04
2026-03-31	$228,665	3,179	-3.9%	Shares	Sole	2026-05-05
2025-12-31	$270,378	3,309	-9.0%	Shares	Sole	2026-01-16
2025-09-30	$356,414	3,638	-0.5%	Shares	Sole	2025-10-23
2025-06-30	$341,011	3,655	-7.6%	Shares	Sole	2025-07-16
2025-03-31	$288,234	3,956	+16.8%	Shares	Sole	2025-05-12
2024-12-31	$204,243	3,386	+14.3%	Shares	Sole	2025-01-17
2024-09-30	$222,699	2,963	+1.8%	Shares	Sole	2024-10-09
2024-06-30	$211,644	2,912	-2.8%	Shares	Sole	2024-07-24
2024-03-31	$230,662	2,996	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.