Trifecta Capital Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1962615
NORTHBROOK, IL
Position in UAL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,223
-$610 QoQ
Shares Held
9
-52.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,029
of 1,063 holders
Holding Since
Dec 2022
13 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, 2026Trifecta Capital Advisors, LLC holds $282,740 across 3 Airlines names. UAL ranks #2 (0.4% of the industry book) .
All Filings in UAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223 | 9 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $1,833 | 19 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,512 | 19 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $14,155 | 205 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,844 | 19 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,084 | 19 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $924 | 19 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $909 | 19 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $783 | 19 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $803 | 19 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,042 | 19 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $840 | 19 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $716 | 19 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||