Lord & Richards Wealth Management, LLC
Position in UBER — Uber Technologies, Inc
CIK 2045252
HIGHLANDS RANCH, CO
Position in UBER
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$424,227
-$22,889 QoQ
Shares Held
5,879
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#1,687
of 2,397 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, 2026Lord & Richards Wealth Management, LLC holds $1,526,630 across 2 Software - Application names. UBER ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
11,104 | $1,102,403 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
5,879 | $424,227 |
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,227 | 5,879 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $447,116 | 6,216 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $491,892 | 6,020 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $492,785 | 5,030 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $451,289 | 4,837 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $305,573 | 4,194 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||