Position in UAL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$43,380
+$12,813 QoQ
Shares Held
319
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#872
of 1,063 holders
Holding Since
Dec 2020
22 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, 2026JFS WEALTH ADVISORS, LLC holds $208,885 across 9 Airlines names. UAL ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
817 | $76,520 | |
| 2 | LUV |
Southwest Airlines Co
|
1,246 | $64,069 | |
| 3 | UAL |
United Airlines Holdings, Inc.
This page
|
319 | $43,380 | |
| 4 | AAL |
American Airlines Group Inc.
|
437 | $7,896 | |
| 5 | CPA |
Copa Holdings, S.A.
|
43 | $6,689 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
87 | $4,541 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
52 | $3,367 | |
| 8 | JBLU |
Jetblue Airways Corp
|
341 | $1,953 |
All Filings in UAL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,380 | 319 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $30,567 | 332 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $35,558 | 318 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,265 | 210 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,563 | 208 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21,198 | 307 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $26,605 | 274 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $11,297 | 198 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,002 | 185 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,852 | 164 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,570 | 135 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,037 | 190 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,876 | 180 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,965 | 180 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,559 | 174 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,172 | 159 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $743 | 21 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,424 | 117 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,145 | 49 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $15,032 | 316 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,229 | 100 | Shares | Sole | 2021-08-04 | |
| 2020-12-31 | $4,325 | 100 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||