Private Wealth Management Group, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2011342
PRINCETON, NJ
Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$20,398
+$6,588 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#919
of 1,063 holders
Holding Since
Dec 2023
7 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, 2026Private Wealth Management Group, LLC holds $126,124 across 5 Airlines names. UAL ranks #2 (16.2% of the industry book) .
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,398 | 150 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,810 | 150 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,182 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,650 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,963 | 100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,905 | 100 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $41 | 1 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||