BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2010186
CINCINNATI, OH
Position in UAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,030
+$14,665 QoQ
Shares Held
162
+102.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#910
of 1,063 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $239,936 across 5 Airlines names. UAL ranks #3 (9.2% of the industry book) .
All Filings in UAL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,030 | 162 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,365 | 80 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,610 | 77 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,018 | 52 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $69 | 1 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $2,919 | 60 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $4,126 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,380 | 600 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $10,974 | 200 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $17,700 | 400 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $7,540 | 200 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $784 | 15 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $863 | 15 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $648 | 15 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||