Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

UAL holding history

United Airlines Holdings, Inc. in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UAL overview All 13F holders of UAL Full Q2 2026 holdings

Shares (Q2 2026): 5,123
Value: $696.0K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UAL by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,123	$696.0K	0.1%	−1,310−20.4%	Reduced	Holders
Q1 2026	6,433	$592.0K	0.1%	+190+3.0%	Added	Holders
Q4 2025	6,243	$698.0K	0.1%	−718−10.3%	Reduced	Holders
Q3 2025	6,961	$671.0K	0.1%	+26+0.4%	Added	Holders
Q2 2025	6,935	$552.0K	0.1%	−1,069−13.4%	Reduced	Holders
Q1 2025	8,004	$777.0K	0.2%	00.0%	Unchanged	Holders
Q4 2024	8,004	$777.0K	0.2%	−567−6.6%	Reduced	Holders
Q3 2024	8,571	$489.0K	0.1%	−687−7.4%	Reduced	Holders
Q2 2024	9,258	$450.0K	0.1%	−2,133−18.7%	Reduced	Holders
Q1 2024	11,391	$546.0K	0.1%	−60−0.5%	Reduced	Holders
Q4 2023	11,451	$472.0K	0.1%	−824−6.7%	Reduced	Holders
Q3 2023	12,275	$519.0K	0.1%	+10.0%	Added	Holders
Q2 2023	12,274	$672.0K	0.2%	+972+8.6%	Added	Holders
Q1 2023	11,302	$426.0K	0.1%	00.0%	Unchanged	Holders
Q4 2022	11,302	$367.0K	0.1%	00.0%	Unchanged	Holders
Q3 2022	11,302	$368.0K	0.1%	+1,145+11.3%	Added	Holders
Q2 2022	10,157	$360.0K	0.1%	+1,979+24.2%	Added	Holders
Q1 2022	8,178	$379.0K	0.1%	+251+3.2%	Added	Holders
Q4 2021	7,927	$347.0K	0.1%	−305−3.7%	Reduced	Holders
Q3 2021	8,232	$392.0K	0.1%	−598−6.8%	Reduced	Holders
Q2 2021	8,830	$462.0K	0.1%	−957−9.8%	Reduced	Holders
Q1 2021	9,787	$563.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.