Wealthspire Retirement, LLC
PensionPosition in UBER — Uber Technologies, Inc
CIK 2040084
ALISO VIEJO, CA
Position in UBER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$265,476
+$414 QoQ
Shares Held
3,679
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,901
of 2,400 holders
Holding Since
Mar 2025
6 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, 2026Wealthspire Retirement, LLC holds $551,040 across 2 Software - Application names. UBER ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
2,501 | $285,564 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
3,679 | $265,476 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,476 | 3,679 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $265,062 | 3,685 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $305,268 | 3,736 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $359,451 | 3,669 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $296,040 | 3,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $234,172 | 3,214 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||