RHODES INVESTMENT ADVISORS INC /ADV UBER — UBER TECHNOLOGIES INC

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  3 quarters on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported UBER TECHNOLOGIES INC (UBER) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.64% in 2026 Q1. The latest visible filing shows UBER at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RHODES INVESTMENT ADVISORS INC /ADV's position in UBER TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

UBER was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UBER stock page RHODES INVESTMENT ADVISORS INC /ADV fund profile RHODES INVESTMENT ADVISORS INC /ADV full holdings
How RHODES INVESTMENT ADVISORS INC /ADV held UBER — position size vs. price
% of Fund (quarterly)    UBER price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,085 +314 +3.2% 0.49% $691K 2026-10-07 $68.45
2026 Q2 ADDED — — — 9,771 +142 +1.5% 0.52% $705K 2026-07-28 $70.74
2026 Q1 INITIATED — — — 9,629 — — 0.64% $787K 2026-05-14 $74.69

🏢 Other funds also holding UBER

As of 2026 Q3 — sorted by position size

Cox Capital Mgt LLC 3Y 7Y 2.31% NORTH POINT PORTFOLIO MANAGERS CORP/OH 3Y 7Y 2.07% CACTI ASSET MANAGEMENT LLC 3Y 7Y 1.56% Strong Retirement Solutions LLC 1.05% S.E.E.D. Planning Group LLC 3Y 0.84% REYL & Cie S.A. 0.78% Nautilus Advisors LLC 0.43% ABLES, IANNONE, MOORE & ASSOCIATES, INC. 0.36% DOLIVER ADVISORS, LP 3Y 7Y 0.36% Central Pacific Bank - Trust Division 0.27%

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and UBER

These are the practical questions this page is built to answer before you even open the full history table.

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning UBER?

RHODES INVESTMENT ADVISORS INC /ADV reported UBER across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported UBER position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for UBER was 0.64% in 2026 Q1.

What is the latest reported UBER position on this page?

The most recent filing on this page is 2026 Q3, when RHODES INVESTMENT ADVISORS INC /ADV reported 10,085 shares, equal to 0.49% of portfolio, with an estimated market value of $691K.

What does the chart on this UBER ownership page compare?

The chart compares RHODES INVESTMENT ADVISORS INC /ADV's quarterly UBER portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to RHODES INVESTMENT ADVISORS INC /ADV Holdings