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Focus Partners Wealth: UAL position timeline

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

Focus Partners Wealth held 91,086 UAL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,086 shares
    Change vs previous 13F +9,208 shares

    0.01% of the 13F portfolio, value $12,386,726.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 73,663 shares
    • Focus Partners Advisor Solutions, LLC: 17,423 shares

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

  2. period ended2026-03-31
    13F 81,878 shares
    Change vs previous 13F +12,356 shares

    0.01% of the 13F portfolio, value $7,537,256.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 66,910 shares
    • Focus Partners Advisor Solutions, LLC: 14,968 shares

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

  3. period ended2025-12-31
    13F 69,522 shares
    Change vs previous 13F +20,504 shares

    0.01% of the 13F portfolio, value $7,429,041.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 57,056 shares
    • Focus Partners Advisor Solutions, LLC: 12,466 shares

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

  4. period ended2025-09-30
    13F 49,018 shares
    Change vs previous 13F +12,174 shares

    0.01% of the 13F portfolio, value $4,727,213.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,371 shares
    • Focus Partners Advisor Solutions, LLC: 13,647 shares

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

  5. period ended2025-06-30
    13F 36,844 shares
    Change vs previous 13F +15,456 shares

    0.01% of the 13F portfolio, value $2,933,458.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 26,782 shares
    • Focus Partners Advisor Solutions, LLC: 10,062 shares

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

  6. period ended2025-03-31
    13F/A 21,388 shares
    Change vs previous 13F +9,422 shares

    <0.01% of the 13F portfolio, value $1,476,871.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 12,349 shares
    • Focus Partners Advisor Solutions, LLC: 9,039 shares

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

  7. period ended2024-12-31
    13F/A 11,966 shares
    Change vs previous 13F +7,627 shares

    <0.01% of the 13F portfolio, value $1,161,900.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,410 shares
    • Focus Partners Advisor Solutions, LLC: 5,556 shares

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

  8. period ended2024-09-30
    13F 4,339 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,583.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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