Three Magnolias Financial Advisors, LLC
Position in UBER — Uber Technologies, Inc
CIK 2056795
WINSTON-SALEM, NC
Position in UBER
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$274,424
-$126,801 QoQ
Shares Held
3,803
-31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,883
of 2,400 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)
Position in Software - Application
Technology · as of Jun 30, 2026Three Magnolias Financial Advisors, LLC holds $988,962 across 2 Software - Application names. UBER ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
6,258 | $714,538 | |
| 2 | UBER |
Uber Technologies, Inc
This page
|
3,803 | $274,424 |
All Filings in UBER
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,424 | 3,803 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $401,225 | 5,578 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $480,291 | 5,878 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $585,664 | 5,978 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $528,078 | 5,660 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $429,874 | 5,900 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $325,728 | 5,400 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||