Uber Technologies, Inc.
MX ˙ BMV ˙ US90353T1007
SecurityMX:UBER / Uber Technologies, Inc.
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership133,805 shares
Latest Disclosed Value $ 9,624,594
Strategic Wealth Designers reports 4.18% increase in ownership of UBER / Uber Technologies, Inc.

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 133,805 shares of Uber Technologies, Inc. (MX:UBER) valued at $9,624,594 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 128,439 shares of Uber Technologies, Inc.. This represents a change in shares of 4.18% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F UBER TECHNOLOGIES COM 90353T100 133,805 5,366 4.18 9,625 -8.29 1.2213
2026-02-11 2025-12-31 13F UBER TECHNOLOGIES COM 90353T100 128,439 -53,371 -29.36 10,495 -41.08 1.2899
2025-11-14 2025-09-30 13F UBER TECHNOLOGIES COM 90353T100 181,810 165,172 992.74 17,812 1,047.62 1.4991
2025-08-14 2025-06-30 13F UBER TECHNOLOGIES COM 90353T100 16,638 276 1.69 1,552 30.20 2.2475
2025-04-14 2025-03-31 13F VANGUARD INTERNATNL HGH DIV YLD ETF COMMON STOCK 90353T100 16,362 -149,532 -90.14 1,192 -88.09 2.0745
2025-01-23 2024-12-31 13F/A-2 UBER TECHNOLOGIES COM 90353T100 165,894 89 0.05 10,007 -18.71 1.1056
2024-10-24 2024-09-30 13F UBER TECHNOLOGIES COM 90353T100 165,805 54,084 48.41 12,309 54.97 1.3189
2024-08-13 2024-06-30 13F UBER TECHNOLOGIES COM 90353T100 111,721 -41,501 -27.09 7,943 -15.80 1.0039
2024-01-16 2023-12-31 13F UBER TECHNOLOGIES COM 90353T100 153,222 4,956 3.34 9,434 38.35 1.4179
2023-11-03 2023-09-30 13F UBER TECHNOLOGIES COM 90353T100 148,266 8,842 6.34 6,819 13.29 1.2360
2023-07-17 2023-06-30 13F UBER TECHNOLOGIES INC COM COM 90353T100 139,424 15,786 12.77 6,019 53.56 0.9551
2023-04-24 2023-03-31 13F/A-1 UBER TECHNOLOGIES INC COM COM 90353T100 123,638 17,225 16.19 3,919 27.20 0.7269
2023-04-20 2023-03-31 13F UBER TECHNOLOGIES INC COM COM 90353T100 77,202 -29,211 3,919 0.7269
2023-01-27 2022-12-31 13F UBER TECHNOLOGIES INC COM COM 90353T100 106,413 11,097 11.64 3,082 21.97 0.7125
2022-10-21 2022-09-30 13F UBER TECHNOLOGIES INC COM COM 90353T100 95,316 7,728 8.82 2,526 40.96 0.7263
2022-08-08 2022-06-30 13F UBER TECHNOLOGIES INC COM COM 90353T100 87,588 13,168 17.69 1,792 -32.50 0.4489
2022-04-26 2022-03-31 13F UBER TECHNOLOGIES INC COM COM 90353T100 74,420 15,460 26.22 2,655 7.40 0.6332
2022-01-21 2021-12-31 13F UBER TECHNOLOGIES COM 90353T100 58,960 8,361 16.52 2,472 8.47 0.6428
2021-11-15 2021-09-30 13F UBER TECHNOLOGIES COM 90353T100 50,599 13,247 35.47 2,279 21.74 0.6809
2021-07-16 2021-06-30 13F UBER TECHNOLOGIES COM 90353T100 37,352 10,026 36.69 1,872 25.64 0.6634
2021-04-22 2021-03-31 13F UBER TECHNOLOGIES COM 90353T100 27,326 3,753 15.92 1,490 23.96 0.7147
2021-01-26 2020-12-31 13F/A-1 UBER TECHNOLOGIES COM 90353T100 23,573 783 3.44 1,202 44.65 0.7042
2020-11-03 2020-09-30 13F UBER TECHNOLOGIES COM 90353T100 22,790 3,200 16.33 831 36.45 0.6251
2020-07-13 2020-06-30 13F UBER TECHNOLOGIES COM 90353T100 19,590 19,590 609 0.5966
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.