Position in UBER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$335,904
+$1,070 QoQ
Shares Held
4,655
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,798
of 2,400 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $976,177 across 2 Software - Application names. UBER ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,859 | $640,273 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
4,655 | $335,904 |
All Filings in UBER
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,904 | 4,655 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $334,834 | 4,655 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||