Uber Technologies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Uber Technologies (UBER) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Uber Technologies
Tip: Access up to 7 years of quarterly data
All positions including Uber Technologies held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Uber Technologies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 588k | 97.97 |
| 2025-06-30 | $52M | 553k | 93.30 |
| 2025-03-31 | $30M | 408k | 72.86 |
| 2024-12-31 | $15M | 248k | 60.32 |
| 2024-03-31 | $202k | 2.6k | 76.99 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management