Position in UAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,680,344
+$916,755 QoQ
Shares Held
19,710
+2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#309
of 1,063 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Sep 30, 2021CallValue
$4,000
CallShares
3,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $6,963,119 across 6 Airlines names. UAL ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
19,710 | $2,680,344 | |
| 2 | AAL |
American Airlines Group Inc.
|
89,091 | $1,609,860 | |
| 3 | LUV |
Southwest Airlines Co
|
20,682 | $1,063,462 | |
| 4 | DAL |
Delta Air Lines, Inc.
|
11,125 | $1,041,955 | |
| 5 | JBLU |
Jetblue Airways Corp
|
59,865 | $343,010 | |
| 6 | ALGT |
Allegiant Travel CO
|
1,909 | $224,488 |
All Filings in UAL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,680,344 | 19,710 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,763,589 | 19,155 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,134,521 | 19,089 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $340,159 | 3,525 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $292,633 | 3,675 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $218,196 | 3,160 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $348,197 | 3,586 | Shares | Other | 2025-02-13 | |
| 2023-12-31 | $891,257 | 21,601 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,039,691 | 24,579 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,402,971 | 25,569 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,879,082 | 65,064 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,217,204 | 85,337 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,478,916 | 76,204 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,734,282 | 77,196 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,887,007 | 83,844 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,188,672 | 72,834 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,566,227 | 74,968 | Shares | Sole | 2021-11-01 | |
| 2021-09-30 | $4,000 | 3,500 | Call | Sole | 2021-11-01 | |
| 2021-06-30 | $4,218,234 | 80,670 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,794,520 | 83,325 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,397,763 | 78,561 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,591,933 | 74,588 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,739,671 | 50,265 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $472,839 | 14,987 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||