Mowery & Schoenfeld Wealth Management, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in UAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,207
+$2,328 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#971
of 1,061 holders
Holding Since
Dec 2024
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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $15,730 across 2 Airlines names. UAL ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
91 | $8,523 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
53 | $7,207 |
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,207 | 53 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,879 | 53 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,926 | 53 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,114 | 53 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,220 | 53 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,659 | 53 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,923 | 61 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||