Independent Advisor Alliance

Position in UAL — United Airlines Holdings, Inc.

CIK 1696899 CHARLOTTE, NC

Position in UAL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$739,649

+$258,216 QoQ

Shares Held

5,439

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#526

of 1,063 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Independent Advisor Alliance holds $4,405,920 across 4 Airlines names. UAL ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	30,457	$2,852,602
2	UAL	United Airlines Holdings, Inc. This page	5,439	$739,649
3	SKYW	Skywest Inc	5,811	$577,206
4	AAL	American Airlines Group Inc.	13,086	$236,463

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,649	5,439	+4.0%	Shares	Sole	2026-08-12
2026-03-31	$481,433	5,229	+6.0%	Shares	Sole	2026-05-12
2025-12-31	$551,607	4,933	-65.8%	Shares	Sole	2026-02-04
2025-09-30	$1,392,881	14,434	-51.7%	Shares	Sole	2025-11-04
2025-06-30	$2,377,831	29,861	-38.2%	Shares	Sole	2025-08-11
2025-03-31	$3,336,495	48,320	+71.7%	Shares	Sole	2025-05-12
2024-12-31	$2,733,267	28,149	+57.4%	Shares	Sole	2025-02-07
2024-09-30	$1,020,289	17,881	-7.1%	Shares	Sole	2024-11-13
2024-06-30	$936,802	19,252	-37.5%	Shares	Sole	2024-08-12
2024-03-31	$1,474,607	30,798	+398.7%	Shares	Sole	2024-05-08
2023-09-30	$261,244	6,176	+28.7%	Shares	Sole	2023-10-24
2023-06-30	$263,266	4,798	+3.2%	Shares	Sole	2023-07-28
2023-03-31	$205,674	4,648	-19.6%	Shares	Sole	2023-05-12
2022-03-31	$267,868	5,778	+16.0%	Shares	Sole	2022-05-06
2021-12-31	$218,155	4,983	-30.4%	Shares	Sole	2022-02-11
2021-09-30	$340,410	7,156	-87.0%	Shares	Sole	2021-11-01
2021-06-30	$2,874,851	54,979	+730.6%	Shares	Sole	2021-08-12
2021-03-31	$380,857	6,619	+41.8%	Shares	Sole	2021-05-14
2020-12-31	$201,891	4,668	-81.4%	Shares	Sole	2021-02-11
2020-09-30	$870,383	25,047	+46.9%	Shares	Sole	2020-11-04
2020-06-30	$590,238	17,054	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.