MONETA GROUP INVESTMENT ADVISORS LLC

Position in LUV — Southwest Airlines Co

CIK 1120927 ST LOUIS, MO

Position in LUV

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$403,595

+$114,983 QoQ

Shares Held

7,849

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#476

of 923 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $1,763,490 across 5 Airlines names. LUV ranks #1 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	7,849	$403,595
2	DAL	Delta Air Lines, Inc.	4,254	$398,429
3	RYAAY	Ryanair Holdings PLC	5,936	$384,356
4	UAL	United Airlines Holdings, Inc.	2,728	$370,980
5	CPA	Copa Holdings, S.A.	1,325	$206,130

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,595	7,849	+2.2%	Shares	Sole	2026-08-14
2026-03-31	$288,612	7,682	-6.2%	Shares	Sole	2026-05-12
2025-12-31	$338,327	8,186	-56.8%	Shares	Sole	2026-02-12
2025-09-30	$605,077	18,962	+88.3%	Shares	Sole	2025-11-14
2025-06-30	$326,638	10,069	+23.7%	Shares	Sole	2025-08-14
2025-03-31	$273,307	8,139	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$274,507	8,165	-4.9%	Shares	Sole	2025-02-11
2024-09-30	$254,521	8,590	-31.4%	Shares	Sole	2024-11-12
2024-06-30	$358,483	12,530	-4.6%	Shares	Sole	2024-08-13
2024-03-31	$383,439	13,136	+8.5%	Shares	Sole	2024-08-13
2023-12-31	$349,679	12,108	-4.7%	Shares	Sole	2024-02-15
2023-09-30	$343,789	12,700	-13.0%	Shares	Sole	2023-11-15
2023-06-30	$528,340	14,591	-15.3%	Shares	Sole	2023-08-15
2023-03-31	$560,501	17,225	-11.0%	Shares	Sole	2023-05-15
2022-12-31	$651,918	19,362	+16.2%	Shares	Sole	2023-02-16
2022-09-30	$514,010	16,667	-6.1%	Shares	Sole	2022-11-14
2022-06-30	$640,985	17,746	+34.6%	Shares	Sole	2022-08-15
2022-03-31	$604,010	13,188	-4.1%	Shares	Sole	2022-05-11
2021-12-31	$589,007	13,749	-0.8%	Shares	Sole	2022-02-11
2021-09-30	$713,025	13,864	-4.7%	Shares	Sole	2021-11-12
2021-06-30	$771,981	14,541	+22.5%	Shares	Sole	2021-08-13
2021-03-31	$725,026	11,874	+20.8%	Shares	Sole	2021-05-14
2020-12-31	$457,989	9,826	-28.9%	Shares	Sole	2021-02-12
2020-09-30	$517,987	13,813	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.