Valeo Financial Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1722641
CARMEL, IN
Position in UAL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$477,188
+$219,392 QoQ
Shares Held
3,509
+25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#598
of 1,061 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$15,926
PutShares
200
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, 2026Valeo Financial Advisors, LLC holds $2,329,526 across 3 Airlines names. UAL ranks #3 (20.5% of the industry book) .
All Filings in UAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,188 | 3,509 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $257,796 | 2,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $468,078 | 4,186 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $482,403 | 4,999 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $393,133 | 4,937 | Shares | Sole | 2025-09-12 | |
| 2025-06-30 | $15,926 | 200 | Put | Sole | 2025-09-12 | |
| 2025-03-31 | $317,215 | 4,594 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $67,970 | 700 | Call | Sole | 2025-01-30 | |
| 2024-12-31 | $67,970 | 700 | Put | Sole | 2025-01-30 | |
| 2024-12-31 | $459,768 | 4,735 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $305,499 | 5,354 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $243,883 | 5,012 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $277,560 | 5,797 | Shares | Sole | 2024-04-25 | |
| 2023-06-30 | $242,854 | 4,426 | Shares | Sole | 2023-07-14 | |
| 2021-03-31 | $85,849 | 1,492 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $29,712 | 687 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $45,661 | 1,314 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $22,323 | 645 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $43,539 | 1,380 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||