Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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

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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

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Quarterly 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