EVERMAY WEALTH MANAGEMENT LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1066816
ARLINGTON, VA
Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$91,793
+$29,646 QoQ
Shares Held
675
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#834
of 1,063 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $144,898 across 3 Airlines names. UAL ranks #1 (63.4% of the industry book) .
All Filings in UAL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,793 | 675 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $62,147 | 675 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $76,596 | 685 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $58,865 | 610 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $48,574 | 610 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,595 | 110 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $10,972 | 113 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,447 | 113 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,958 | 143 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $6,846 | 143 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,900 | 143 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,048 | 143 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,846 | 143 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,327 | 143 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,391 | 143 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,554 | 140 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||