Lifetime Wealth Management P.C.
Position in UAL — United Airlines Holdings, Inc.
CIK 2116339
ROCKWALL, TX
Position in UAL
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$378,324
+$122,186 QoQ
Shares Held
2,782
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#642
of 1,068 holders
Holding Since
Dec 2025
3 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, 2026Lifetime Wealth Management P.C. holds $4,628,496 across 2 Airlines names. UAL ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPA |
Copa Holdings, S.A.
|
27,320 | $4,250,172 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
2,782 | $378,324 |
All Filings in UAL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,324 | 2,782 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $256,138 | 2,782 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,083 | 2,782 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||