Rooted Wealth Advisors, Inc.

Position in UBER — Uber Technologies, Inc

CIK 1963732 BOURBONNAIS, IL

Position in UBER

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$213,449

New position

Shares Held

2,958

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,010

of 2,397 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $1,624,735 across 5 Software - Application names. UBER ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	6,307	$626,158
2	INTU	Intuit Inc.	1,288	$336,168
3	FICO	Fair Isaac Corp	204	$243,735
4	UBER	Uber Technologies, Inc This page	2,958	$213,449
5	ADBE	Adobe Inc.	1,001	$205,225

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,449	2,958	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.