Planning Strategies Inc.

Position in UAL — United Airlines Holdings, Inc.

CIK 2139665 LANCASTER, PA

Position in UAL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$951

New position

Shares Held

7

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,031

of 1,061 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Planning Strategies Inc. holds $10,906 across 5 Airlines names. UAL ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	54	$5,057
2	AAL	American Airlines Group Inc.	134	$2,421
3	LUV	Southwest Airlines Co	36	$1,851
4	UAL	United Airlines Holdings, Inc. This page	7	$951
5	ALK	Alaska Air Group, Inc.	12	$626

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$951	7	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.