Position in UAL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$689,877
+$296,831 QoQ
Shares Held
5,073
+18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#539
of 1,063 holders
Holding Since
Dec 2024
6 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, 2026Compound Planning, Inc. holds $2,693,525 across 3 Airlines names. UAL ranks #2 (25.6% of the industry book) .
All Filings in UAL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,877 | 5,073 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $393,046 | 4,269 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $548,476 | 4,905 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $431,162 | 4,468 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $260,390 | 3,270 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $254,887 | 2,625 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||