Symphony Financial, Ltd. Co.
Position in UAL — United Airlines Holdings, Inc.
CIK 1800687
HOUSTON, TX
Position in UAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$336,711
+$73,760 QoQ
Shares Held
2,476
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#675
of 1,068 holders
Holding Since
Mar 2021
7 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 Jun 30, 2026Symphony Financial, Ltd. Co. holds $788,245 across 2 Airlines names. UAL ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
4,821 | $451,534 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
2,476 | $336,711 |
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,711 | 2,476 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $262,951 | 2,856 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $395,507 | 3,537 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $263,831 | 2,734 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $189,041 | 2,374 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $202,162 | 2,082 | Shares | Sole | 2025-01-24 | |
| 2021-03-31 | $224,463 | 3,901 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||