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Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

UBER holding history

Uber Technologies, Inc in every 13F filed by Perigon Wealth Management, 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)
50,584
Value
$3.65M
% of portfolio
0.1%
Quarters held
17
Since Q3 2021
Holdings of UBER by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,584$3.65M0.1%−8,397−14.2%ReducedHolders
Q1 202658,981$4.24M0.1%−27,593−31.9%ReducedHolders
Q4 202586,574$7.07M0.1%−8,134−8.6%ReducedHolders
Q3 202594,708$9.28M0.2%+11,795+14.2%AddedHolders
Q2 202582,913$7.74M0.2%+1,855+2.3%AddedHolders
Q1 202581,058$5.91M0.2%+68+0.1%AddedHolders
Q4 202480,990$5.55M0.1%+80,990NewHolders
Q3 20240$00.0%−58,080−100.0%Sold outHolders
Q2 202458,080$4.22M0.1%−963−1.6%ReducedHolders
Q1 202459,043$4.55M0.1%−8,186−12.2%ReducedHolders
Q4 202367,229$4.14M0.1%+19,513+40.9%AddedHolders
Q3 202347,716$2.19M0.1%−60,683−56.0%ReducedHolders
Q2 2023108,399$3.41M0.1%+100,971+1,359.3%AddedHolders
Q1 20237,428$235.5K<0.1%+7,428NewHolders
Q4 20220$00.0%−11,468−100.0%Sold outHolders
Q3 202211,468$304.0K<0.1%+11,468NewHolders
Q2 20220$00.0%−9,612−100.0%Sold outHolders
Q1 20229,612$343.0K<0.1%−2,997−23.8%ReducedHolders
Q4 202112,609$529.0K<0.1%+6,820+117.8%AddedHolders
Q3 20215,789$259.0K<0.1%+5,789NewHolders