Position in UBER
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$326,451
-$103,618 QoQ
Shares Held
4,524
-24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,815
of 2,400 holders
Holding Since
Mar 2025
6 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, 2026Philip James Wealth Mangement, LLC holds $4,193,247 across 2 Software - Application names. UBER ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYC |
Paycom Software, Inc.
|
30,767 | $3,866,796 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
4,524 | $326,451 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,451 | 4,524 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $430,069 | 5,979 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $496,633 | 6,078 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $547,652 | 5,590 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $358,645 | 3,844 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $263,680 | 3,619 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||