Roxbury Financial LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2054149
MOUNT ARLINGTON, NJ
Position in UAL
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$24,294
+$6,709 QoQ
Shares Held
180
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#906
of 1,063 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, 2026Roxbury Financial LLC holds $355,879 across 3 Airlines names. UAL ranks #3 (6.8% of the industry book) .
All Filings in UAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,294 | 180 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $17,585 | 191 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,357 | 191 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $31,845 | 330 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $26,277 | 330 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $22,786 | 330 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $32,043 | 330 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||