Plante Moran Financial Advisors, LLC
Position in LUV — Southwest Airlines Co
CIK 1424717
SOUTHFIELD, MI
Position in LUV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37,022
+$9,972 QoQ
Shares Held
720
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 923 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $134,597 across 8 Airlines names. LUV ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
813 | $76,145 | |
| 2 | LUV |
Southwest Airlines Co
This page
|
720 | $37,022 | |
| 3 | AAL |
American Airlines Group Inc.
|
1,076 | $19,443 | |
| 4 | SKYW |
Skywest Inc
|
9 | $893 | |
| 5 | ALGT |
Allegiant Travel CO
|
4 | $470 | |
| 6 | JBLU |
Jetblue Airways Corp
|
63 | $360 | |
| 7 | UAL |
United Airlines Holdings, Inc.
|
1 | $135 | |
| 8 | RYAAY |
Ryanair Holdings PLC
|
2 | $129 |
All Filings in LUV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,022 | 720 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $27,050 | 720 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $30,584 | 740 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,613 | 740 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $24,005 | 740 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,849 | 740 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $24,878 | 740 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $21,926 | 740 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $21,171 | 740 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,600 | 740 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,371 | 740 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,831 | 1,102 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,903 | 1,102 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $35,859 | 1,102 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $38,787 | 1,152 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $35,527 | 1,152 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $39,804 | 1,102 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $57,387 | 1,253 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $51,707 | 1,207 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $62,076 | 1,207 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $64,079 | 1,207 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $92,017 | 1,507 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $531,447 | 11,402 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $41,325 | 1,102 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $550,366 | 16,102 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $29,912 | 840 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||