Position in UAL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$257,293
-$3,136,130 QoQ
Shares Held
1,892
-94.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#732
of 1,063 holders
Holding Since
Jun 2021
19 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, 2026Apella Capital, LLC holds $897,541 across 3 Airlines names. UAL ranks #2 (28.7% of the industry book) .
All Filings in UAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,293 | 1,892 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,393,423 | 36,857 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,093,953 | 36,612 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,533,540 | 36,617 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,907,211 | 36,509 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,422,066 | 35,077 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,406,462 | 35,082 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,081,891 | 36,486 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,689,183 | 34,714 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,462,973 | 30,555 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,260,699 | 30,555 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,295,775 | 30,633 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,680,832 | 30,633 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $1,151,923 | 30,555 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $880,099 | 27,055 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $958,288 | 27,055 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,254,038 | 27,050 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $1,096,488 | 23,050 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,164,655 | 22,273 | Shares | Sole | 2021-07-02 | |
| No filing history on record for this holder in this stock. | ||||||