Cassaday & Co Wealth Management LLC
Position in UBER — Uber Technologies, Inc
CIK 1963612
MCLEAN, VA
Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$165,968
+$10,240 QoQ
Shares Held
2,300
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,083
of 2,412 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $2,970,211 across 36 Software - Application names. UBER ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,339 | $523,819 | |
| 2 | NOW |
ServiceNow, Inc.
|
4,828 | $479,323 | |
| 3 | ADBE |
Adobe Inc.
|
2,274 | $466,215 | |
| 4 | SHOP |
Shopify Inc.
|
3,883 | $443,360 | |
| 5 | CRM |
Salesforce, Inc.
|
1,370 | $214,624 | |
| 6 | UBER |
Uber Technologies, Inc
This page
|
2,300 | $165,968 | |
| 7 | IDN |
Intellicheck, Inc.
|
34,530 | $141,573 | |
| 8 | ROP |
Roper Technologies Inc
|
375 | $126,896 |
All Filings in UBER
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,968 | 2,300 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $155,728 | 2,165 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||