Smallwood Wealth Investment Management, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1921304 RED BANK, NJ

Position in UAL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$107,432

+$34,697 QoQ

Shares Held

790

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#821

of 1,063 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $116,212 across 4 Airlines names. UAL ranks #1 (92.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc. This page	790	$107,432
2	LUV	Southwest Airlines Co	100	$5,142
3	DAL	Delta Air Lines, Inc.	24	$2,247
4	AAL	American Airlines Group Inc.	77	$1,391

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$107,432	790	0.0%	Shares	Sole	2026-07-23
2026-03-31	$72,735	790	0.0%	Shares	Sole	2026-04-22
2025-12-31	$88,337	790	-47.3%	Shares	Sole	2026-01-23
2025-09-30	$144,750	1,500	+50.0%	Shares	Sole	2025-10-17
2025-06-30	$79,630	1,000	0.0%	Shares	Sole	2025-10-03
2025-03-31	$69,050	1,000	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.