Kozak & Associates, Inc.

Position in UAL — United Airlines Holdings, Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in UAL

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$80,234

+$25,913 QoQ

Shares Held

590

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#841

of 1,063 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $392,275 across 3 Airlines names. UAL ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	2,613	$244,733
2	UAL	United Airlines Holdings, Inc. This page	590	$80,234
3	LUV	Southwest Airlines Co	1,309	$67,308

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,234	590	0.0%	Shares	Sole	2026-07-02
2026-03-31	$54,321	590	+37.2%	Shares	Sole	2026-04-14
2025-12-31	$48,082	430	0.0%	Shares	Sole	2026-01-12
2025-09-30	$41,495	430	-3.2%	Shares	Sole	2025-11-18
2025-06-30	$35,355	444	0.0%	Shares	Sole	2025-07-10
2025-03-31	$30,658	444	+12.7%	Shares	Sole	2025-04-15
2024-12-31	$38,257	394	0.0%	Shares	Sole	2025-01-06
2024-09-30	$22,481	394	0.0%	Shares	Sole	2024-10-17
2024-06-30	$19,172	394	0.0%	Shares	Sole	2024-07-05
2024-03-31	$18,864	394	0.0%	Shares	Sole	2024-05-17
2023-12-31	$16,256	394	0.0%	Shares	Sole	2024-01-17
2023-09-30	$16,666	394	0.0%	Shares	Sole	2023-10-17
2023-06-30	$21,618	394	0.0%	Shares	Sole	2023-07-05
2023-03-31	$17,434	394	-26.2%	Shares	Sole	2023-04-03
2022-12-31	$20,131	534	+2.7%	Shares	Sole	2023-01-03
2022-09-30	$16,915	520	0.0%	Shares	Sole	2022-10-12
2022-06-30	$18,418	520	+20.9%	Shares	Sole	2022-10-12
2022-03-31	$19,934	430	0.0%	Shares	Sole	2022-05-26
2021-12-31	$18,825	430	+30.3%	Shares	Sole	2022-03-11
2021-09-30	$15,698	330	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.