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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

UBER holding history

Uber Technologies, Inc in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBER overviewAll 13F holders of UBERFull Q2 2026 holdings

Shares (Q2 2026)
13,117
Value
$946.6K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of UBER by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,117$946.6K<0.1%+1,131+9.4%AddedHolders
Q1 202611,986$862.2K<0.1%+5,714+91.1%AddedHolders
Q4 20256,272$512.5K<0.1%−45−0.7%ReducedHolders
Q3 20256,317$618.9K<0.1%+161+2.6%AddedHolders
Q2 20256,156$574.4K<0.1%−176−2.8%ReducedHolders
Q1 20256,332$461.4K<0.1%+6,332NewHolders
Q4 20240$00.0%−3,880−100.0%Sold outHolders
Q3 20243,880$291.6K<0.1%+3,880NewHolders
Q2 20220$00.0%−7,944−100.0%Sold outHolders
Q1 20227,944$283.0K<0.1%+843+11.9%AddedHolders
Q4 20217,101$298.0K<0.1%+1,973+38.5%AddedHolders
Q3 20215,128$230.0K<0.1%+5,128NewHolders
Q2 20210$00.0%−3,940−100.0%Sold outHolders
Q1 20213,940$215.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.