KINGSWOOD WEALTH ADVISORS, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1987855
SAN DIEGO, CA
Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$447,135
+$136,768 QoQ
Shares Held
3,288
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#603
of 1,063 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $1,232,499 across 3 Airlines names. UAL ranks #2 (36.3% of the industry book) .
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,135 | 3,288 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $310,367 | 3,371 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $360,619 | 3,225 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $277,823 | 2,879 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $273,210 | 3,431 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $233,458 | 3,381 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $425,395 | 4,381 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $223,544 | 4,594 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $247,064 | 5,988 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||