Dogwood Wealth Management LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 2056922 LENEXA, KS

Position in UAL

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$10,471

+$4,579 QoQ

Shares Held

+20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#954

of 1,061 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $30,040 across 5 Airlines names. UAL ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc. This page	77	$10,471
2	DAL	Delta Air Lines, Inc.	87	$8,148
3	ALGT	Allegiant Travel CO	49	$5,762
4	LUV	Southwest Airlines Co	67	$3,445
5	LTM	Latam Airlines Group S.A.	38	$2,214

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,471	77	+20.3%	Shares	Sole	2026-07-06
2026-03-31	$5,892	64	+3.2%	Shares	Sole	2026-05-12
2025-12-31	$6,932	62	+3.3%	Shares	Sole	2026-02-04
2025-09-30	$5,790	60	+3.4%	Shares	Sole	2025-11-12
2025-06-30	$4,618	58	+152.2%	Shares	Sole	2025-07-18
2025-03-31	$1,588	23	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.