Whipplewood Advisors, LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2052510
LITTLETON, CO
Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,215
-$5,268 QoQ
Shares Held
31
-69.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#991
of 1,063 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $10,302 across 2 Airlines names. UAL ranks #2 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
65 | $6,087 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
31 | $4,215 |
All Filings in UAL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,215 | 31 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,483 | 103 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $16,880 | 212 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $7,387 | 258 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $31,750 | 327 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||