SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in UBER — Uber Technologies, Inc
CIK 2016209
CINCINNATI, OH
Position in UBER
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$303,256
-$4,255,426 QoQ
Shares Held
4,216
-92.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $457,384 across 2 Software - Application names. UBER ranks #1 (66.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
4,216 | $303,256 | |
| 2 | MSTR |
Strategy Inc
|
1,235 | $154,128 |
All Filings in UBER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,256 | 4,216 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,558,682 | 55,791 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,470,448 | 55,838 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,445,465 | 47,647 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,532,769 | 75,937 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,379,639 | 22,872 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||