Bogart Wealth, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1715740 MCLEAN, VA

Position in UAL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$63,235

+$24,014 QoQ

Shares Held

465

+9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#853

of 1,063 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bogart Wealth, LLC holds $264,692 across 9 Airlines names. UAL ranks #2 (23.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AAL	American Airlines Group Inc.	4,071	$73,562
2	UAL	United Airlines Holdings, Inc. This page	465	$63,235
3	DAL	Delta Air Lines, Inc.	501	$46,923
4	LUV	Southwest Airlines Co	752	$38,667
5	ALGT	Allegiant Travel CO	206	$24,225
6	SKYW	Skywest Inc	100	$9,933
7	ULCC	Frontier Group Holdings, Inc.	786	$6,217
8	JBLU	Jetblue Airways Corp	173	$991

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,235	465	+9.2%	Shares	Sole	2026-07-24
2026-03-31	$39,221	426	-4.1%	Shares	Sole	2026-04-28
2025-12-31	$49,648	444	-33.4%	Shares	Sole	2026-01-30
2025-09-30	$64,365	667	-19.6%	Shares	Sole	2025-10-27
2025-06-30	$66,092	830	-3.8%	Shares	Sole	2025-07-30
2025-03-31	$59,590	863	+9.9%	Shares	Sole	2025-05-02
2024-12-31	$76,223	785	-46.2%	Shares	Sole	2025-01-30
2024-09-30	$83,307	1,460	+0.8%	Shares	Sole	2024-10-23
2024-06-30	$70,459	1,448	-13.1%	Shares	Sole	2024-07-31
2024-03-31	$79,815	1,667	+11.6%	Shares	Sole	2024-04-25
2023-12-31	$61,642	1,494	-12.3%	Shares	Sole	2024-02-07
2023-09-30	$72,036	1,703	+12.9%	Shares	Sole	2023-10-30
2023-06-30	$82,798	1,509	0.0%	Shares	Sole	2023-07-31
2023-03-31	$66,773	1,509	-16.6%	Shares	Sole	2023-04-21
2022-12-31	$68,199	1,809	-2.7%	Shares	Sole	2023-02-06
2022-09-30	$60,473	1,859	+2.8%	Shares	Sole	2022-11-03
2022-06-30	$64,074	1,809	+34.8%	Shares	Sole	2022-07-22
2022-03-31	$62,215	1,342	+0.6%	Shares	Sole	2022-04-22
2021-12-31	$58,402	1,334	+10.3%	Shares	Sole	2022-01-19
2021-09-30	$57,512	1,209	+15.0%	Shares	Sole	2021-10-15
2021-06-30	$54,956	1,051	0.0%	Shares	Sole	2021-08-06
2021-03-31	$60,474	1,051	+46.8%	Shares	Sole	2021-04-16
2020-12-31	$30,967	716	+138.7%	Shares	Sole	2021-01-14
2020-09-30	$10,425	300	-10.4%	Shares	Sole	2020-10-06
2020-06-30	$11,594	335	0.0%	Shares	Sole	2020-07-08
2020-03-31	$10,569	335	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.