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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

UBER holding history

Uber Technologies, Inc in every 13F filed by True Wealth Design, 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)
236
Value
$17.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of UBER by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026236$17.0K<0.1%−197−45.5%ReducedHolders
Q1 2026433$31.1K<0.1%+225+108.2%AddedHolders
Q4 2025208$17.0K<0.1%−216−50.9%ReducedHolders
Q3 2025424$41.6K<0.1%+118+38.6%AddedHolders
Q2 2025306$28.6K<0.1%+35+12.9%AddedHolders
Q1 2025271$19.8K<0.1%+99+57.6%AddedHolders
Q4 2024172$10.4K<0.1%+151+719.0%AddedHolders
Q3 202421$1.58K<0.1%00.0%UnchangedHolders
Q2 202421$1.53K<0.1%+5+31.3%AddedHolders
Q1 202416$1.23K<0.1%+7+77.8%AddedHolders
Q4 20239$555<0.1%00.0%UnchangedHolders
Q3 20239$414<0.1%+1+12.5%AddedHolders
Q2 20238$346<0.1%+1+14.3%AddedHolders
Q1 20237$222<0.1%00.0%UnchangedHolders
Q4 20227$173<0.1%–No prior filingHolders