SUMMIT WEALTH GROUP LLC / CO

Position in UBER — Uber Technologies, Inc

CIK 2081278 COLORADO SPRINGS, CO

Position in UBER

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$215,181

New position

Shares Held

2,982

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,008

of 2,400 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $1,994,118 across 5 Software - Application names. UBER ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	7,914	$785,701
2	SHOP	Shopify Inc.	3,372	$385,014
3	SNOW	Snowflake Inc.	1,477	$375,896
4	CRM	Salesforce, Inc.	1,483	$232,326
5	UBER	Uber Technologies, Inc This page	2,982	$215,181

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,181	2,982	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.