WealthPlan Investment Management »

Hldgs shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment Management investment in Hldgs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hldgs by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $318k 3.4k 92.07

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Bufferlabs Us Eq (BFLB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Us Largecap Fund (EPS)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust State Street Spd (SPAB)
Meta Platforms Cl A (META)

View all positions for WealthPlan Investment Management

Top funds holding Hldgs

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

View all funds holding Hldgs