MOSAIC FINANCIAL GROUP, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2011050
CHICAGO, IL
Position in UAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$639,017
+$206,841 QoQ
Shares Held
4,699
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#554
of 1,063 holders
Holding Since
Mar 2024
10 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, 2026MOSAIC FINANCIAL GROUP, LLC holds $1,209,406 across 2 Airlines names. UAL ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
4,699 | $639,017 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
6,090 | $570,389 |
All Filings in UAL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,017 | 4,699 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $432,176 | 4,694 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $524,323 | 4,689 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $452,488 | 4,689 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $373,385 | 4,689 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $323,775 | 4,689 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $455,301 | 4,689 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $267,554 | 4,689 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $228,166 | 4,689 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $224,509 | 4,689 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||