Aspen Wealth Strategies, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1972517
ARVADA, CO
Position in UAL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$712,723
+$336,157 QoQ
Shares Held
5,241
+28.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#533
of 1,063 holders
Holding Since
Jun 2025
5 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, 2026Aspen Wealth Strategies, LLC holds $712,723 across 1 Airlines name. UAL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
5,241 | $712,723 |
All Filings in UAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,723 | 5,241 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $376,566 | 4,090 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $438,446 | 3,921 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $377,508 | 3,912 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $311,512 | 3,912 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||