Dynasty Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1727599
ST. PETERSBURG, FL
Position in UAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,024,211
+$781,359 QoQ
Shares Held
14,885
+10.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#354
of 1,063 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $2,744,170 across 3 Airlines names. UAL ranks #1 (73.8% of the industry book) .
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,024,211 | 14,885 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,242,852 | 13,499 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,499,058 | 13,406 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,218,698 | 12,629 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $707,432 | 8,884 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $720,329 | 10,432 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $956,532 | 9,851 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||