SUMMIT WEALTH GROUP LLC / CO
Position in UAL — United Airlines Holdings, Inc.
CIK 2081278
COLORADO SPRINGS, CO
Position in UAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$315,496
+$65,914 QoQ
Shares Held
2,320
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#694
of 1,063 holders
Holding Since
Dec 2025
2 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $600,128 across 2 Airlines names. UAL ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
This page
|
2,320 | $315,496 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
3,039 | $284,632 |
All Filings in UAL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,496 | 2,320 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $249,582 | 2,232 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||