Summit Wealth Group LLC

SEC CIK: 0002081278
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

UAL holding history

United Airlines Holdings, Inc. in every 13F filed by Summit Wealth Group LLC, 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): 2,320
Value: $315.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of UAL by Summit Wealth Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,320	$315.5K	<0.1%	+2,320	New	Holders
Q1 2026	0	$0	0.0%	−2,232−100.0%	Sold out	Holders
Q4 2025	2,232	$249.6K	<0.1%	+2,232	New	Holders