Rockline Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 2005098
Islip Terrace, NY
Position in UBER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,388,214
+$41,397 QoQ
Shares Held
19,238
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,178
of 2,400 holders
Holding Since
Sep 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, 2026Rockline Wealth Management, LLC holds $1,638,142 across 2 Software - Application names. UBER ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
19,238 | $1,388,214 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,116 | $249,928 |
All Filings in UBER
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,388,214 | 19,238 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,346,817 | 18,724 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,106,369 | 38,017 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,134,158 | 31,991 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,141,048 | 22,948 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,321,388 | 18,136 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $950,944 | 15,765 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $991,886 | 13,197 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||