Diversify Advisory Services, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2021232
SANDY, UT
Position in UAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$592,372
+$234,213 QoQ
Shares Held
4,356
+36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#567
of 1,063 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $5,576,700 across 6 Airlines names. UAL ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
212,240 | $1,988,688 | |
| 2 | CPA |
Copa Holdings, S.A.
|
8,716 | $1,355,948 | |
| 3 | LUV |
Southwest Airlines Co
|
17,696 | $909,928 | |
| 4 | UAL |
United Airlines Holdings, Inc.
This page
|
4,356 | $592,372 | |
| 5 | DAL |
Delta Air Lines, Inc.
|
5,092 | $476,916 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
3,905 | $252,848 |
All Filings in UAL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,372 | 4,356 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $358,159 | 3,203 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $328,389 | 3,403 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $269,467 | 3,384 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $320,806 | 4,646 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $460,156 | 4,739 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $264,644 | 4,638 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $229,334 | 4,713 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $222,546 | 4,648 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||