Position in UAL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,022,100
+$427,881 QoQ
Shares Held
7,516
+16.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#453
of 1,063 holders
Holding Since
Sep 2025
4 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, 2026IAMS WEALTH MANAGEMENT, LLC holds $1,022,100 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
|
7,516 | $1,022,100 |
All Filings in UAL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,100 | 7,516 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $594,219 | 6,454 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $358,047 | 3,202 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $269,524 | 2,793 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||