INDEPENDENT FINANCIAL GROUP, LLC

Position in UAL — United Airlines Holdings, Inc.

CIK 275484 SAN DIEGO, CA

Position in UAL

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$467,533

-$56,345 QoQ

Shares Held

3,438

-39.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#602

of 1,061 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,230,974 across 3 Airlines names. UAL ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	11,489	$1,076,059
2	LUV	Southwest Airlines Co	13,368	$687,382
3	UAL	United Airlines Holdings, Inc. This page	3,438	$467,533

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,533	3,438	-39.6%	Shares	Sole	2026-07-15
2026-03-31	$523,878	5,690	+49.1%	Shares	Sole	2026-05-15
2025-12-31	$426,705	3,816	+10.4%	Shares	Sole	2026-05-15
2025-09-30	$333,697	3,458	-17.7%	Shares	Sole	2026-05-15
2025-06-30	$334,764	4,204	-22.8%	Shares	Sole	2026-05-15
2025-03-31	$375,977	5,445	-63.6%	Shares	Sole	2026-05-19
2024-12-31	$1,453,004	14,964	+158.4%	Shares	Sole	2026-06-12
2024-09-30	$330,434	5,791	+32.5%	Shares	Sole	2026-06-12
2024-06-30	$212,692	4,371	-12.1%	Shares	Sole	2026-06-12
2024-03-31	$238,011	4,971	-19.8%	Shares	Sole	2026-06-12
2023-12-31	$255,688	6,197	+6.4%	Shares	Sole	2026-06-12
2023-09-30	$246,397	5,825	+4.5%	Shares	Sole	2026-06-12
2023-06-30	$305,900	5,575	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.