Summit Financial, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in UAL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$818,795

+$141,344 QoQ

Shares Held

6,021

-18.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#500

of 1,063 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $9,892,305 across 4 Airlines names. UAL ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	68,725	$6,436,783
2	LUV	Southwest Airlines Co	43,409	$2,232,090
3	UAL	United Airlines Holdings, Inc. This page	6,021	$818,795
4	CPA	Copa Holdings, S.A.	2,601	$404,637

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$818,795	6,021	-18.2%	Shares	Sole	2026-08-12
2026-03-31	$677,451	7,358	-39.0%	Shares	Sole	2026-05-15
2025-12-31	$1,349,667	12,070	+38.4%	Shares	Sole	2026-02-13
2025-09-30	$841,383	8,719	+22.2%	Shares	Sole	2025-11-14
2025-06-30	$568,000	7,133	+4.1%	Shares	Sole	2025-08-13
2025-03-31	$472,992	6,850	+2.8%	Shares	Sole	2025-05-14
2024-12-31	$646,783	6,661	+3.8%	Shares	Sole	2025-02-12
2024-09-30	$366,211	6,418	-7.5%	Shares	Sole	2024-11-12
2024-06-30	$337,749	6,941	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.