Independent Advisor Alliance

Position in AAL — American Airlines Group Inc.

CIK 1696899 CHARLOTTE, NC

Back to AAL Full portfolio

Position in AAL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$236,463

+$116,208 QoQ

Shares Held

13,086

+16.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#334

of 572 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AAL Over Time

Shares Held

Position Value (USD)

Derivatives in AAL

reported options exposure · as of Dec 31, 2020

CallValue

$1,182

CallShares

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Airlines

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $4,405,920 across 4 Airlines names. AAL ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	30,457	$2,852,602
2	UAL	United Airlines Holdings, Inc.	5,439	$739,649
3	SKYW	Skywest Inc	5,811	$577,206
4	AAL	American Airlines Group Inc. This page	13,086	$236,463

All Filings in AAL

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$236,463	13,086	+16.9%	Shares	Sole	2026-08-12
2026-03-31	$120,255	11,197	-65.7%	Shares	Sole	2026-05-12
2025-06-30	$365,827	32,605	+139.9%	Shares	Sole	2025-08-11
2025-03-31	$143,385	13,591	-41.3%	Shares	Sole	2025-05-12
2024-12-31	$403,573	23,154	+24.8%	Shares	Sole	2025-02-07
2024-03-31	$284,757	18,551	-24.5%	Shares	Sole	2024-05-08
2023-12-31	$337,426	24,558	-5.4%	Shares	Sole	2024-02-08
2023-09-30	$332,701	25,972	+1.7%	Shares	Sole	2023-10-24
2023-06-30	$458,079	25,534	-22.6%	Shares	Sole	2023-07-28
2023-03-31	$486,617	32,991	-12.5%	Shares	Sole	2023-05-12
2022-12-31	$479,327	37,683	-2.6%	Shares	Sole	2023-02-13
2022-09-30	$465,767	38,685	+8.5%	Shares	Sole	2022-11-04
2022-06-30	$452,105	35,655	-2.5%	Shares	Sole	2022-08-04
2022-03-31	$667,055	36,551	+14.5%	Shares	Sole	2022-05-06
2021-12-31	$573,355	31,924	-25.6%	Shares	Sole	2022-02-11
2021-09-30	$880,595	42,914	-6.0%	Shares	Sole	2021-11-01
2021-06-30	$968,491	45,662	+9.5%	Shares	Sole	2021-08-12
2021-03-31	$996,343	41,688	+29.5%	Shares	Sole	2021-05-14
2020-12-31	$507,494	32,181	+36.2%	Shares	Sole	2021-02-11
2020-12-31	$1,182	75	—	Call	Sole	2021-02-11
2020-09-30	$290,461	23,634	+61.7%	Shares	Sole	2020-11-04
2020-06-30	$191,044	14,617	+21.0%	Shares	Sole	2020-08-06
2020-03-31	$147,230	12,078	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.