Valued Wealth Advisors LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2007175
HOLLADAY, UT
Position in UAL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,295
+$5,994 QoQ
Shares Held
61
+144.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#964
of 1,060 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $46,566 across 6 Airlines names. UAL ranks #3 (17.8% of the industry book) .
All Filings in UAL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,295 | 61 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,301 | 25 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,584 | 41 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,184 | 33 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,150 | 27 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,864 | 27 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,981 | 41 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,027 | 18 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,654 | 34 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,005 | 21 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,114 | 27 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||