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Disclosery

Abound Wealth Management: UAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on UAL, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 15 UAL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $2,040.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 54 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $4,935.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 53 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $5,881.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 51 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $4,922.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $3,982.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $2,970.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46 shares
    Change vs previous 13F -29 shares

    <0.01% of the 13F portfolio, value $4,426.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,280.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).