Position in UBER
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$220,160
New position
Shares Held
3,051
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,994
of 2,400 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026BankPlus Wealth Management LLC holds $955,387 across 2 Software - Application names. UBER ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,283 | $735,227 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
3,051 | $220,160 |
All Filings in UBER
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,160 | 3,051 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||