Soltis Investment Advisors LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1802530
ST. GEORGE, UT
Position in UAL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$383,355
+$36,478 QoQ
Shares Held
2,819
-69.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#636
of 1,063 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Derivatives in UAL
reported options exposure · as of Dec 31, 2021CallValue
$4,378
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026Soltis Investment Advisors LLC holds $3,883,658 across 3 Airlines names. UAL ranks #3 (9.9% of the industry book) .
All Filings in UAL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,355 | 2,819 | Shares | Sole | 2026-07-31 | |
| 2022-12-31 | $346,877 | 9,201 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $299,308 | 9,201 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $325,013 | 9,176 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $424,054 | 9,147 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,378 | 100 | Call | Sole | 2022-02-09 | |
| 2021-12-31 | $399,580 | 9,127 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $490,208 | 10,305 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $486,558 | 9,305 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $535,409 | 9,305 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $405,036 | 9,365 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,366,995 | 39,338 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,360,692 | 39,315 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $956,564 | 30,319 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||