Perigon Wealth Management, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1575239 SAN FRANCISCO, CA

Position in UAL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$702,388

+$281,352 QoQ

Shares Held

5,165

+12.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#537

of 1,063 holders

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $1,840,436 across 4 Airlines names. UAL ranks #2 (38.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	8,980	$841,066
2	UAL	United Airlines Holdings, Inc. This page	5,165	$702,388
3	CPA	Copa Holdings, S.A.	1,503	$233,821
4	JBLU	Jetblue Airways Corp	11,023	$63,161

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$702,388	5,165	+12.9%	Shares	Sole	2026-08-07
2026-03-31	$421,036	4,573	-16.5%	Shares	Sole	2026-04-10
2025-12-31	$612,214	5,475	+20.1%	Shares	Sole	2026-01-16
2025-09-30	$439,750	4,557	+21.8%	Shares	Sole	2025-10-17
2025-06-30	$297,816	3,740	+6.5%	Shares	Sole	2025-07-16
2025-03-31	$242,503	3,512	-67.8%	Shares	Sole	2025-04-23
2024-12-31	$1,059,749	10,914	+593.8%	Shares	Sole	2025-01-22
2020-12-31	$68,032	1,573	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.