Position in UAL
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$242,878
New position
Shares Held
1,786
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#747
of 1,063 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 18%
Shared 0%
None 82%
Position in Airlines
Industrials · as of Jun 30, 2026QTR Family Wealth, LLC holds $824,131 across 2 Airlines names. UAL ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
6,206 | $581,253 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,786 | $242,878 |
All Filings in UAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,878 | 1,786 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||