Worth Financial Advisory Group, LLC

Position in UBER — Uber Technologies, Inc

CIK 1964358 CHARLOTTE, NC

Position in UBER

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,266,401

-$304,195 QoQ

Shares Held

31,408

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#1,009

of 2,397 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Worth Financial Advisory Group, LLC holds $3,890,020 across 4 Software - Application names. UBER ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc This page	31,408	$2,266,401
2	SNOW	Snowflake Inc.	2,412	$613,854
3	NOW	ServiceNow, Inc.	5,366	$532,736
4	CRM	Salesforce, Inc.	3,045	$477,029

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,266,401	31,408	-0.2%	Shares	Sole	2026-07-31
2025-12-31	$2,570,596	31,460	+8.8%	Shares	Sole	2026-01-16
2025-09-30	$2,831,724	28,904	-1.1%	Shares	Sole	2025-10-22
2025-06-30	$2,727,252	29,231	+0.8%	Shares	Sole	2025-07-17
2025-03-31	$2,111,919	28,986	+18.7%	Shares	Sole	2025-04-22
2024-12-31	$1,472,471	24,411	-5.9%	Shares	Sole	2025-02-12
2024-09-30	$1,950,777	25,955	+7.3%	Shares	Sole	2024-10-25
2024-06-30	$1,758,274	24,192	+34.9%	Shares	Sole	2024-07-26
2024-03-31	$1,380,430	17,930	+18.4%	Shares	Sole	2024-04-30
2023-12-31	$932,169	15,140	-0.1%	Shares	Sole	2024-01-19
2023-09-30	$696,748	15,150	-16.1%	Shares	Sole	2023-10-13
2023-06-30	$779,779	18,063	-0.6%	Shares	Sole	2023-07-28
2023-03-31	$576,084	18,173	+43.7%	Shares	Sole	2023-04-20
2022-12-31	$312,710	12,645	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.