Modern Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2001900
KANSAS CITY, MO
Position in UAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,050
New position
Shares Held
1,802
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#745
of 1,061 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 5%
Shared 0%
None 95%
Position in Airlines
Industrials · as of Jun 30, 2026Modern Wealth Management, LLC holds $593,557 across 2 Airlines names. UAL ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
3,721 | $348,507 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,802 | $245,050 |
All Filings in UAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,050 | 1,802 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||