SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in LUV — Southwest Airlines Co

CIK 1531593 NEW YORK, NY

Position in LUV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$120,939

+$117,896 QoQ

Shares Held

2,352

+2803.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#654

of 923 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $518,164 across 5 Airlines names. LUV ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALK	Alaska Air Group, Inc.	4,045	$211,149
2	DAL	Delta Air Lines, Inc.	1,652	$154,726
3	LUV	Southwest Airlines Co This page	2,352	$120,939
4	ULCC	Frontier Group Holdings, Inc.	2,674	$21,151
5	UAL	United Airlines Holdings, Inc.	75	$10,199

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,939	2,352	+2803.7%	Shares	Sole	2026-08-03
2026-03-31	$3,043	81	-99.2%	Shares	Sole	2026-04-30
2025-12-31	$412,018	9,969	+999.1%	Shares	Sole	2026-02-17
2025-09-30	$28,942	907	-88.9%	Shares	Sole	2025-11-13
2025-06-30	$264,515	8,154	+153.6%	Shares	Sole	2025-08-12
2025-03-31	$107,959	3,215	+543.0%	Shares	Sole	2025-05-13
2024-12-31	$16,810	500	+76.7%	Shares	Sole	2025-02-12
2024-09-30	$8,385	283	-63.6%	Shares	Sole	2024-11-07
2023-06-30	$28,171	778	-33.2%	Shares	Sole	2023-08-14
2023-03-31	$37,909	1,165	-87.8%	Shares	Sole	2023-05-12
2022-12-31	$320,706	9,525	-17.6%	Shares	Sole	2023-02-13
2022-09-30	$356,417	11,557	+473.0%	Shares	Sole	2022-11-02
2022-06-30	$72,854	2,017	+730.0%	Shares	Sole	2022-08-02
2022-03-31	$11,129	243	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.