CGC Financial Services, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1992785
LAKE OSWEGO, OR
Position in UAL
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,903
+$615 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,015
of 1,063 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $3,651 across 2 Airlines names. UAL ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
14 | $1,903 | |
| 2 | LUV |
Southwest Airlines Co
|
34 | $1,748 |
All Filings in UAL
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903 | 14 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,288 | 14 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,565 | 14 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,351 | 14 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,114 | 14 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $966 | 14 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,359 | 14 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $798 | 14 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $681 | 14 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $670 | 14 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $577 | 14 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $592 | 14 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $768 | 14 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||