KINGSWOOD WEALTH ADVISORS, LLC

Position in UBER — Uber Technologies, Inc

CIK 1987855 SAN DIEGO, CA

Position in UBER

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,374,720

-$51,148 QoQ

Shares Held

19,051

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,180

of 2,400 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. UBER ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	41,900	$3,642,367
2	NOW	ServiceNow, Inc.	14,878	$1,477,087
3	UBER	Uber Technologies, Inc This page	19,051	$1,374,720
4	CRM	Salesforce, Inc.	8,698	$1,362,628
5	SHOP	Shopify Inc.	10,098	$1,152,989
6	PAYX	Paychex Inc	7,222	$710,139
7	ADP	Automatic Data Processing Inc	3,158	$707,234
8	SNOW	Snowflake Inc.	2,487	$632,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,374,720	19,051	-3.9%	Shares	Sole	2026-07-27
2026-03-31	$1,425,868	19,823	-21.7%	Shares	Sole	2026-04-28
2025-12-31	$2,068,733	25,318	+2.6%	Shares	Sole	2026-01-28
2025-09-30	$2,418,193	24,683	+19.8%	Shares	Sole	2025-10-23
2025-06-30	$1,921,513	20,595	+8.7%	Shares	Sole	2025-07-23
2025-03-31	$1,380,259	18,944	+2.3%	Shares	Sole	2025-07-25
2024-12-31	$1,117,428	18,525	-16.0%	Shares	Sole	2025-01-22
2024-09-30	$1,657,578	22,054	-10.2%	Shares	Sole	2024-10-21
2024-06-30	$1,784,584	24,554	+11.6%	Shares	Sole	2024-07-09
2024-03-31	$1,693,856	22,001	+32.8%	Shares	Sole	2024-04-15
2023-12-31	$1,020,030	16,567	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.