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Hldgs shares owned by BWM Planning

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by BWM Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 1.9k 111.82

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Vanguard Index Fds Total Stk Mkt (VTI)
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
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Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding Hldgs

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Barclays
Par Capital Management
Jane Street

View all funds holding Hldgs