Position in UBER
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$940,894
-$115,685 QoQ
Shares Held
13,039
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,337
of 2,397 holders
Holding Since
Jun 2025
5 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, 2026Kapstone Financial Advisors LLC holds $3,036,464 across 3 Software - Application names. UBER ranks #2 (31.0% of the industry book) .
All Filings in UBER
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,894 | 13,039 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,056,579 | 14,689 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,183,324 | 14,482 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $797,769 | 8,143 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $414,718 | 4,445 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||