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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

UBER holding history

Uber Technologies, Inc in every 13F filed by Xcel 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)
32,738
Value
$2.36M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of UBER by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,738$2.36M0.6%−13,671−29.5%ReducedHolders
Q1 202646,409$3.34M0.9%−6,687−12.6%ReducedHolders
Q4 202553,096$4.34M1.1%−150−0.3%ReducedHolders
Q3 202553,246$5.22M1.4%−1,135−2.1%ReducedHolders
Q2 202554,381$5.07M1.4%−1,019−1.8%ReducedHolders
Q1 202555,400$4.04M1.3%−825−1.5%ReducedHolders
Q4 202456,225$3.39M0.9%−11,120−16.5%ReducedHolders
Q3 202467,345$5.06M1.5%−3,200−4.5%ReducedHolders
Q2 202470,545$5.13M1.6%−7,575−9.7%ReducedHolders
Q1 202478,120$6.01M1.9%−65,794−45.7%ReducedHolders
Q4 2023143,914$8.86M3.1%−19,314−11.8%ReducedHolders
Q3 2023163,228$7.51M3.0%−17,483−9.7%ReducedHolders
Q2 2023180,711$7.80M2.5%+1,976+1.1%AddedHolders
Q1 2023178,735$5.67M2.0%+22,955+14.7%AddedHolders
Q4 2022155,780$3.85M1.5%−26,600−14.6%ReducedHolders
Q3 2022182,380$4.83M1.8%−20,024−9.9%ReducedHolders
Q2 2022202,404$4.14M1.5%+7,057+3.6%AddedHolders
Q1 2022195,347$6.97M1.9%+35,125+21.9%AddedHolders
Q4 2021160,222$6.72M1.7%+20,202+14.4%AddedHolders
Q3 2021140,020$6.27M1.8%+48,462+52.9%AddedHolders
Q2 202191,558$4.59M1.4%+11,076+13.8%AddedHolders
Q1 202180,482$4.39M1.6%––Holders

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