Applied Finance Capital Management, LLC: UAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on UAL, newest first. How the timeline and the estimate are built.
Applied Finance Capital Management, LLC held 4,811 UAL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,811 sharesChange vs previous 13F +1,466 shares
0.05% of the 13F portfolio, value $654,248.
13F-HR 0001398344-26-012840 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,345 sharesChange vs previous 13F -499 shares
0.02% of the 13F portfolio, value $307,974.
13F-HR 0001398344-26-008142 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,844 sharesChange vs previous 13F -2,758 shares
0.03% of the 13F portfolio, value $429,836.
13F-HR 0001398344-26-002284 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,602 sharesChange vs previous 13F -2,127 shares
0.05% of the 13F portfolio, value $637,093.
13F-HR 0001398344-25-020421 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,729 sharesChange vs previous 13F +1,043 shares
0.05% of the 13F portfolio, value $695,090.
13F-HR 0001398344-25-013981 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,686 sharesChange vs previous 13F -298 shares
0.04% of the 13F portfolio, value $530,718.
13F-HR 0001398344-25-008845 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,984 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $775,246.
13F-HR 0001398344-25-002620 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 7,984 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $455,567.
13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).