Position in UBER
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,169,975
+$935,169 QoQ
Shares Held
71,646
+21.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#724
of 2,392 holders
Holding Since
Jun 2024
8 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, 2026Compass Wealth Management LLC holds $8,930,047 across 4 Software - Application names. UBER ranks #1 (57.9% of the industry book) .
All Filings in UBER
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,169,975 | 71,646 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,234,806 | 58,874 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,476,875 | 30,313 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,268,769 | 33,365 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $72,860 | 1,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $60,320 | 1,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $112,740 | 1,500 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $109,020 | 1,500 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||