Institute for Wealth Management, LLC.
Position in UAL — United Airlines Holdings, Inc.
CIK 1533954
DENVER, CO
Position in UAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$228,735
New position
Shares Held
1,682
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#764
of 1,068 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Airlines
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,246,428 across 8 Airlines names. UAL ranks #4 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
16,156 | $830,741 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
6,633 | $621,246 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
9,416 | $491,515 | |
| 4 | UAL |
United Airlines Holdings, Inc.
This page
|
1,682 | $228,735 | |
| 5 | AAL |
American Airlines Group Inc.
|
1,951 | $35,254 | |
| 6 | JBLU |
Jetblue Airways Corp
|
2,986 | $17,109 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
217 | $14,050 | |
| 8 | CPA |
Copa Holdings, S.A.
|
50 | $7,778 |
All Filings in UAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,735 | 1,682 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||