United Financial Planning Group LLC
Position in UAL — United Airlines Holdings, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in UAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,935
+$2,240 QoQ
Shares Held
51
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#974
of 1,063 holders
Holding Since
Mar 2026
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, 2026United Financial Planning Group LLC holds $15,739 across 2 Airlines names. UAL ranks #2 (44.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
94 | $8,804 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
51 | $6,935 |
All Filings in UAL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,935 | 51 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,695 | 51 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||