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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

UAL holding history

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

UAL overviewAll 13F holders of UALFull Q2 2026 holdings

Shares (Q2 2026)
2,299
Value
$312.6K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of UAL by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,299$312.6K0.1%+541+30.8%AddedHolders
Q1 20261,758$161.9K<0.1%+406+30.0%AddedHolders
Q4 20251,352$151.2K<0.1%+113+9.1%AddedHolders
Q3 20251,239$119.6K<0.1%+203+19.6%AddedHolders
Q2 20251,036$82.5K<0.1%+969+1,446.3%AddedHolders
Q1 202567$4.63K<0.1%+14+26.4%AddedHolders
Q4 202453$5.15K<0.1%+9+20.5%AddedHolders
Q3 202444$2.51K<0.1%+17+63.0%AddedHolders
Q2 202427$1.31K<0.1%+10+58.8%AddedHolders
Q1 202417$814<0.1%+7+70.0%AddedHolders
Q4 202310$413<0.1%+3+42.9%AddedHolders
Q3 20237$297<0.1%00.0%UnchangedHolders
Q2 20237$385<0.1%00.0%UnchangedHolders
Q1 20237$310<0.1%00.0%UnchangedHolders
Q4 20227$264<0.1%–No prior filingHolders