Cape Investment Advisory, Inc.
Position in UAL — United Airlines Holdings, Inc.
CIK 1944437
MCDONOUGH, GA
Position in UAL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,942
+$3,163 QoQ
Shares Held
154
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#916
of 1,063 holders
Holding Since
Mar 2023
12 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, 2026Cape Investment Advisory, Inc. holds $125,927 across 5 Airlines names. UAL ranks #3 (16.6% of the industry book) .
All Filings in UAL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,942 | 154 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $17,779 | 159 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $5,255 | 66 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $4,626 | 67 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $6,505 | 67 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,765 | 66 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,211 | 66 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,160 | 66 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $2,723 | 66 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,791 | 66 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,621 | 66 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $2,920 | 66 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||