Position in UBER
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$510,559
-$48,255 QoQ
Shares Held
7,098
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Estate Planners Group, LLC holds $510,559 across 1 Software - Application name. UBER ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
This page
|
7,098 | $510,559 |
All Filings in UBER
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $510,559 | 7,098 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $558,814 | 6,839 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||