N.E.W. Advisory Services LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1803456
DE PERE, WI
Position in UAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,398
+$6,588 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#918
of 1,063 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $94,484 across 4 Airlines names. UAL ranks #2 (21.6% of the industry book) .
All Filings in UAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,398 | 150 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,810 | 150 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $16,773 | 150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,536 | 161 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $22,774 | 286 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $11,117 | 161 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||