Position in UBER
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$202,769
-$9,999 QoQ
Shares Held
2,810
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,046
of 2,397 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBER Over Time
Shares Held
Position Value (USD)
Derivatives in UBER
reported options exposure · as of Jun 30, 2026CallValue
$216,480
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $675,717 across 3 Software - Application names. UBER ranks #3 (30.0% of the industry book) .
All Filings in UBER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,769 | 2,810 | Shares | Sole | 2026-07-23 | |
| 2026-06-30 | $216,480 | 3,000 | Call | Sole | 2026-07-23 | |
| 2026-03-31 | $212,768 | 2,958 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $827,195 | 11,500 | Call | Sole | 2026-05-04 | |
| 2025-12-31 | $992,448 | 12,146 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,704,384 | 17,397 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,623,140 | 17,397 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $392,423 | 5,386 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $118,951 | 1,972 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||