Annis Gardner Whiting Capital Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 1998414
TAMPA, FL
Position in UAL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,247
-$22,819 QoQ
Shares Held
57
-77.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $855,423 across 1 Airlines name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
16,636 | $855,423 |
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,247 | 57 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,066 | 251 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $17,949 | 186 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,944 | 150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,219 | 148 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,594 | 140 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,988 | 140 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,259 | 478 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $22,886 | 478 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||