Position in UAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$30,189
+$9,750 QoQ
Shares Held
222
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#892
of 1,061 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $57,069 across 2 Airlines names. UAL ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
222 | $30,189 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
287 | $26,880 |
All Filings in UAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,189 | 222 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,439 | 222 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $24,824 | 222 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,423 | 222 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,677 | 222 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,329 | 222 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $21,556 | 222 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,667 | 222 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,894 | 265 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $10,629 | 222 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,159 | 222 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $9,390 | 222 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $12,181 | 222 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,823 | 222 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,369 | 222 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,221 | 222 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $7,863 | 222 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,291 | 222 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,719 | 222 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,560 | 222 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,608 | 222 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $12,773 | 222 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $9,601 | 222 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,714 | 222 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $7,683 | 222 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $7,004 | 222 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||