Position in UAL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$241,110
+$30,107 QoQ
Shares Held
1,773
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#748
of 1,063 holders
Holding Since
Dec 2025
2 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, 2026BWM Planning, LLC holds $451,160 across 2 Airlines names. UAL ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
1,773 | $241,110 | |
| 2 | LUV |
Southwest Airlines Co
|
4,085 | $210,050 |
All Filings in UAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,110 | 1,773 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $211,003 | 1,887 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||