Total Wealth Planning & Management, Inc.
Position in UBER — Uber Technologies, Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in UBER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$736,248
+$89,094 QoQ
Shares Held
10,203
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,460
of 2,408 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $1,719,536 across 4 Software - Application names. UBER ranks #1 (42.8% of the industry book) .
All Filings in UBER
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,248 | 10,203 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $647,154 | 8,997 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $954,372 | 11,680 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,022,101 | 10,955 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,055,887 | 14,492 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $405,591 | 6,724 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||