New Insight Wealth Advisors

Position in UBER — Uber Technologies, Inc

CIK 2022328 SAN RAMON, CA

Position in UBER

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$282,650

-$123,179 QoQ

Shares Held

3,917

-30.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,869

of 2,392 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

New Insight Wealth Advisors holds $1,326,389 across 5 Software - Application names. UBER ranks #4 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	3,169	$361,836
2	CRM	Salesforce, Inc.	1,947	$305,017
3	NOW	ServiceNow, Inc.	3,015	$299,329
4	UBER	Uber Technologies, Inc This page	3,917	$282,650
5	BLND	Blend Labs, Inc.	45,355	$77,557

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,650	3,917	-30.6%	Shares	Sole	2026-07-28
2026-03-31	$405,829	5,642	-18.5%	Shares	Sole	2026-05-08
2025-12-31	$565,351	6,919	-6.1%	Shares	Sole	2026-02-17
2025-09-30	$722,136	7,371	-5.7%	Shares	Sole	2025-10-29
2025-06-30	$729,606	7,820	-9.7%	Shares	Sole	2025-07-16
2025-03-31	$630,749	8,657	-9.4%	Shares	Sole	2025-04-30
2024-12-31	$576,659	9,560	-3.4%	Shares	Sole	2025-02-07
2024-09-30	$743,933	9,898	-11.0%	Shares	Sole	2024-11-13
2024-06-30	$808,056	11,118	-33.0%	Shares	Sole	2024-08-15
2024-03-31	$1,278,495	16,606	-3.6%	Shares	Sole	2024-05-08
2023-12-31	$1,060,420	17,223	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.