WealthPlan Investment Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1929986
OMAHA, NE
Position in UAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$545,863
+$228,314 QoQ
Shares Held
4,014
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#577
of 1,063 holders
Holding Since
Mar 2026
2 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, 2026WealthPlan Investment Management, LLC holds $806,986 across 2 Airlines names. UAL ranks #1 (67.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
4,014 | $545,863 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
2,788 | $261,123 |
All Filings in UAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,863 | 4,014 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $317,549 | 3,449 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||