Synergy Investment Management, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in UAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,025

New position

Shares Held

22

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Synergy Investment Management, LLC holds $20,574 across 4 Airlines names.

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	173	$16,203
2	RYAAY	Ryanair Holdings PLC	36	$2,331
3	AAL	American Airlines Group Inc.	100	$1,807
4	LTM	Latam Airlines Group S.A.	4	$233

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,025	22	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.