JOURNEY STRATEGIC WEALTH LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1909316
SUMMIT, NJ
Position in UAL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$406,394
-$59,110 QoQ
Shares Held
4,414
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $887,224 across 3 Airlines names. UAL ranks #1 (45.8% of the industry book) .
All Filings in UAL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,394 | 4,414 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $465,504 | 4,163 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $374,805 | 3,884 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $295,504 | 3,711 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||