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Hldgs shares owned by Dynasty Wealth Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Dynasty Wealth Management from 13F filings

Historical chart of Dynasty Wealth Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Dynasty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Dynasty Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 14k 92.07
2025-12-31 $1.5M 13k 111.82
2025-09-30 $1.2M 13k 96.50
2025-06-30 $707k 8.9k 79.63
2025-03-31 $720k 10k 69.05
2024-12-31 $957k 9.9k 97.10