AXXCESS WEALTH MANAGEMENT, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1911056
CARLSBAD, CA
Position in UAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$705,652
+$114,684 QoQ
Shares Held
5,189
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#535
of 1,063 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,592,851 across 3 Airlines names. UAL ranks #2 (27.2% of the industry book) .
All Filings in UAL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,652 | 5,189 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $590,968 | 5,285 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $857,113 | 8,882 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $938,041 | 11,780 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $628,078 | 9,096 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $539,196 | 5,553 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $298,709 | 5,235 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $254,735 | 5,235 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $250,651 | 5,235 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $215,996 | 5,235 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||