Position in UAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$913,714
+$218,311 QoQ
Shares Held
6,719
-11.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#476
of 1,063 holders
Holding Since
Mar 2025
6 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, 2026Ascent Group, LLC holds $2,339,971 across 3 Airlines names. UAL ranks #2 (39.0% of the industry book) .
All Filings in UAL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $913,714 | 6,719 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $695,403 | 7,553 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $951,252 | 8,507 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $788,403 | 8,170 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $475,947 | 5,977 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $539,277 | 7,810 | Shares | Other | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||