Tanglewood Legacy Advisors, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 1965616 HOUSTON, TX

Position in UAL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$203,985

+$65,880 QoQ

Shares Held

1,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#793

of 1,061 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Tanglewood Legacy Advisors, LLC holds $2,593,163 across 2 Airlines names. UAL ranks #2 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LUV	Southwest Airlines Co	46,464	$2,389,178
2	UAL	United Airlines Holdings, Inc. This page	1,500	$203,985

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,985	1,500	0.0%	Shares	Sole	2026-08-10
2026-03-31	$138,105	1,500	0.0%	Shares	Sole	2026-04-27
2025-12-31	$167,730	1,500	0.0%	Shares	Sole	2026-02-06
2025-09-30	$144,750	1,500	0.0%	Shares	Sole	2025-11-07
2025-06-30	$119,445	1,500	0.0%	Shares	Sole	2025-08-08
2025-03-31	$103,575	1,500	0.0%	Shares	Sole	2025-04-22
2024-12-31	$145,650	1,500	0.0%	Shares	Sole	2025-01-30
2024-09-30	$85,590	1,500	0.0%	Shares	Sole	2024-10-15
2024-06-30	$72,990	1,500	0.0%	Shares	Sole	2024-07-17
2024-03-31	$71,820	1,500	0.0%	Shares	Sole	2024-04-16
2023-12-31	$61,890	1,500	-19.2%	Shares	Sole	2024-01-23
2023-09-30	$78,508	1,856	0.0%	Shares	Sole	2023-10-18
2023-06-30	$101,838	1,856	0.0%	Shares	Sole	2023-08-01
2023-03-31	$82,128	1,856	+421.3%	Shares	Sole	2023-04-18
2022-12-31	$13,421	356	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.