EverSource Wealth Advisors, LLC
Position in AAL — American Airlines Group Inc.
CIK 1710537
BIRMINGHAM, AL
Position in AAL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$64,867
+$33,896 QoQ
Shares Held
3,590
+24.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 576 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,584,208 across 14 Airlines names. AAL ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
12,856 | $1,204,088 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
4,971 | $675,999 | |
| 3 | LUV |
Southwest Airlines Co
|
3,849 | $197,912 | |
| 4 | CPA |
Copa Holdings, S.A.
|
1,030 | $160,234 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
2,164 | $140,115 | |
| 6 | AAL |
American Airlines Group Inc.
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|
3,590 | $64,867 | |
| 7 | JBLU |
Jetblue Airways Corp
|
7,707 | $44,158 | |
| 8 | ALK |
Alaska Air Group, Inc.
|
755 | $39,409 |
All Filings in AAL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,867 | 3,590 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,971 | 2,884 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $65,549 | 4,276 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $39,451 | 3,510 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $38,023 | 3,389 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,876 | 3,306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $65,796 | 3,775 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $43,734 | 3,891 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $268,452 | 23,694 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $446,928 | 29,116 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $37,440 | 2,725 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $39,017 | 3,046 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $57,944 | 3,230 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $33,925 | 2,300 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $12,720 | 1,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,040 | 1,000 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $18,791 | 1,482 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $18,250 | 1,000 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $19,199 | 1,069 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||