J.W. COLE ADVISORS, INC.

Position in UAL — United Airlines Holdings, Inc.

CIK 1404763 TAMPA, FL

Position in UAL

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$713,675

+$94,864 QoQ

Shares Held

5,248

-5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#532

of 1,063 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $3,100,749 across 4 Airlines names. UAL ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	18,289	$1,712,947
2	UAL	United Airlines Holdings, Inc. This page	5,248	$713,675
3	LUV	Southwest Airlines Co	7,335	$377,165
4	AAL	American Airlines Group Inc.	16,434	$296,962

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$713,675	5,248	-5.2%	Shares	Sole	2026-07-21
2025-12-31	$618,811	5,534	-12.7%	Shares	Sole	2026-02-11
2025-09-30	$611,713	6,339	-41.2%	Shares	Sole	2025-11-05
2025-06-30	$858,172	10,777	+11.1%	Shares	Sole	2025-08-12
2025-03-31	$669,992	9,703	+224.3%	Shares	Sole	2025-05-05
2024-12-31	$290,523	2,992	-40.4%	Shares	Sole	2025-01-31
2022-03-31	$232,727	5,020	-9.7%	Shares	Sole	2022-06-10
2021-12-31	$243,416	5,560	-77.1%	Shares	Sole	2022-01-25
2020-09-30	$843,243	24,266	+25.5%	Shares	Sole	2020-11-05
2020-06-30	$669,357	19,340	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.