CREATIVE FINANCIAL DESIGNS INC /ADV
Position in UAL — United Airlines Holdings, Inc.
CIK 819864
KOKOMO, IN
Position in UAL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$82,273
+$21,968 QoQ
Shares Held
605
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#838
of 1,063 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $310,876 across 7 Airlines names. UAL ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
1,867 | $174,863 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
605 | $82,273 | |
| 3 | LUV |
Southwest Airlines Co
|
526 | $27,046 | |
| 4 | AAL |
American Airlines Group Inc.
|
982 | $17,744 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
150 | $7,830 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
12 | $777 | |
| 7 | JBLU |
Jetblue Airways Corp
|
60 | $343 |
All Filings in UAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,273 | 605 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $60,305 | 655 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $73,242 | 655 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $68,032 | 705 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $84,805 | 1,065 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $76,645 | 1,110 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $93,216 | 960 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $54,777 | 960 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $46,713 | 960 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $45,964 | 960 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $46,252 | 1,121 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $47,418 | 1,121 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $56,022 | 1,021 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $45,179 | 1,021 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $32,422 | 860 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $29,277 | 900 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $32,905 | 929 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,180 | 500 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $21,890 | 500 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $23,785 | 500 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $26,145 | 500 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $28,770 | 500 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $21,625 | 500 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $17,375 | 500 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $23,534 | 680 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||