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Disclosery

SVB WEALTH LLC: UAL position timeline

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

SVB WEALTH LLC held 23,829 UAL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,829 shares
    Change vs previous 13F -3,662 shares

    0.2% of the 13F portfolio, value $3,240,505.

    13F-HR 0001626116-26-000003 filed by SVB WEALTH LLC
    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 27,491 shares
    Change vs previous 13F +5,569 shares

    0.17% of the 13F portfolio, value $2,531,096.

    13F-HR 0001626116-26-000002 filed by SVB WEALTH LLC
    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 21,922 shares
    Change vs previous 13F +3,502 shares

    0.14% of the 13F portfolio, value $2,451,317.

    13F-HR 0001626116-26-000001 filed by SVB WEALTH LLC
    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 18,420 shares
    Change vs previous 13F +807 shares

    0.1% of the 13F portfolio, value $1,777,532.

    13F-HR 0001626116-25-000005 filed by SVB WEALTH LLC
    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 17,613 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,402,524.

    13F-HR 0001626116-25-000004 filed by SVB WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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