Integrated Wealth Concepts LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1737109
WALTHAM, MA
Position in UAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,977,663
+$912,354 QoQ
Shares Held
21,480
+125.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $6,923,637 across 7 Airlines names. UAL ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
39,062 | $2,596,841 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
21,480 | $1,977,663 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
24,743 | $910,047 | |
| 4 | LUV |
Southwest Airlines Co
|
16,980 | $637,938 | |
| 5 | AAL |
American Airlines Group Inc.
|
32,410 | $348,083 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
4,700 | $271,660 | |
| 7 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
25,056 | $181,405 |
All Filings in UAL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,977,663 | 21,480 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,065,309 | 9,527 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,100,486 | 11,404 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $894,006 | 11,227 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $497,229 | 7,201 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,655,749 | 17,052 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $600,042 | 10,516 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $528,788 | 10,867 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $566,803 | 11,838 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $466,815 | 11,314 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $541,609 | 12,804 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $689,441 | 12,565 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,146,163 | 25,902 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $330,968 | 8,779 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $286,686 | 8,813 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $291,967 | 8,243 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $336,434 | 7,257 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $342,709 | 7,828 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $392,928 | 8,260 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $393,220 | 7,520 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $346,103 | 6,015 | Shares | Other | 2021-05-13 | |
| 2020-06-30 | $452,110 | 13,063 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||