Position in LUV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$357,574
+$16,401 QoQ
Shares Held
6,954
-23.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#506
of 924 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Lee Financial Co holds $357,574 across 1 Airlines name. LUV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
6,954 | $357,574 |
All Filings in LUV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,574 | 6,954 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $341,173 | 9,081 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $375,152 | 9,077 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $290,285 | 9,097 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $295,106 | 9,097 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $303,563 | 9,040 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $313,103 | 9,313 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $378,019 | 12,758 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $347,096 | 12,132 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $319,105 | 10,932 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $297,030 | 10,285 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $274,354 | 10,135 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $365,431 | 10,092 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $330,215 | 10,148 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $340,571 | 10,115 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $310,219 | 10,059 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $364,738 | 10,098 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $478,793 | 10,454 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $432,641 | 10,099 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $521,963 | 10,149 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $538,810 | 10,149 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $483,900 | 7,925 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $364,723 | 7,825 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $237,187 | 6,325 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $216,188 | 6,325 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $232,355 | 6,525 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||