Position in UAL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$94,105
+$30,393 QoQ
Shares Held
692
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#832
of 1,063 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026GoalVest Advisory LLC holds $191,698 across 2 Airlines names. UAL ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
1,042 | $97,593 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
692 | $94,105 |
All Filings in UAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,105 | 692 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $63,712 | 692 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $77,379 | 692 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $66,778 | 692 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $55,103 | 692 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $47,989 | 695 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $67,193 | 692 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $39,485 | 692 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $33,672 | 692 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $33,132 | 692 | Shares | Sole | 2024-04-15 | |
| 2022-03-31 | $649 | 14 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $11,556 | 221 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $12,716 | 221 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||