B. Riley Wealth Advisors, Inc.

Position in UAL — United Airlines Holdings, Inc.

CIK 1464811 MEMPHIS, TN

Position in UAL

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$335,487

+$87,819 QoQ

Shares Held

2,467

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#675

of 1,063 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,782,664 across 3 Airlines names. UAL ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	14,103	$1,320,886
2	UAL	United Airlines Holdings, Inc. This page	2,467	$335,487
3	AAL	American Airlines Group Inc.	6,989	$126,291

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$335,487	2,467	-8.3%	Shares	Sole	2026-07-14
2026-03-31	$247,668	2,690	-13.4%	Shares	Sole	2026-04-27
2025-12-31	$347,536	3,108	-41.0%	Shares	Sole	2026-02-17
2024-12-31	$511,328	5,266	-17.7%	Shares	Sole	2025-02-25
2024-09-30	$365,012	6,397	-1.1%	Shares	Sole	2024-12-13
2024-06-30	$314,635	6,466	+23.8%	Shares	Sole	2024-08-19
2024-03-31	$250,125	5,224	-7.9%	Shares	Sole	2024-05-16
2023-12-31	$233,985	5,671	+8.6%	Shares	Sole	2024-03-15
2023-09-30	$220,975	5,224	-13.7%	Shares	Sole	2023-12-01
2023-06-30	$332,292	6,056	+21.9%	Shares	Sole	2023-07-27
2023-03-31	$219,789	4,967	-16.8%	Shares	Sole	2023-05-17
2022-12-31	$225,031	5,969	-5.2%	Shares	Sole	2023-03-15
2022-09-30	$204,743	6,294	+21.1%	Shares	Other	2022-11-22
2022-03-31	$240,886	5,196	-29.8%	Shares	Other	2022-05-02
2021-12-31	$324,147	7,404	-6.5%	Shares	Other	2022-01-28
2021-09-30	$376,706	7,919	-2.4%	Shares	Other	2021-11-16
2021-06-30	$424,228	8,113	+2.9%	Shares	Other	2021-08-10
2021-03-31	$453,587	7,883	-39.8%	Shares	Other	2021-05-13
2020-03-31	$412,863	13,086	—	Shares	Other	2020-05-06
No filing history on record for this holder in this stock.