ELEVATION WEALTH PARTNERS, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1976256
WALNUT CREEK, CA
Position in UAL
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$28,829
+$24,870 QoQ
Shares Held
212
+393.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#894
of 1,063 holders
Holding Since
Mar 2023
9 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $101,410 across 7 Airlines names. UAL ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
358 | $33,530 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
212 | $28,829 | |
| 3 | CPA |
Copa Holdings, S.A.
|
167 | $25,980 | |
| 4 | RYAAY |
Ryanair Holdings PLC
|
111 | $7,187 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
60 | $3,132 | |
| 6 | LTM |
Latam Airlines Group S.A.
|
34 | $1,981 | |
| 7 | LUV |
Southwest Airlines Co
|
15 | $771 |
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,829 | 212 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,959 | 43 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,696 | 42 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,667 | 38 | Shares | Sole | 2025-10-14 | |
| 2024-03-31 | $909 | 19 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,035 | 219 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,033 | 119 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,529 | 119 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $5,265 | 119 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||