OneDigital Investment Advisors LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in UAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$432,176
+$132,489 QoQ
Shares Held
3,178
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
15 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, 2026OneDigital Investment Advisors LLC holds $3,607,468 across 4 Airlines names. UAL ranks #3 (12.0% of the industry book) .
All Filings in UAL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,176 | 3,178 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $299,687 | 3,255 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $562,566 | 5,031 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $498,229 | 5,163 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $443,140 | 5,565 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $320,461 | 4,641 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $252,945 | 2,605 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $289,807 | 5,079 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $262,034 | 5,385 | Shares | Sole | 2024-08-02 | |
| 2021-09-30 | $293,506 | 6,170 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $303,229 | 5,799 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $353,928 | 6,151 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $231,690 | 5,357 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $209,820 | 6,038 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $203,645 | 5,884 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||