Institute for Wealth Management, LLC.
Position in LUV — Southwest Airlines Co
CIK 1533954
DENVER, CO
Position in LUV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$830,741
+$220,755 QoQ
Shares Held
16,156
-0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#361
of 924 holders
Holding Since
Mar 2020
23 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, 2026Institute for Wealth Management, LLC. holds $2,246,428 across 8 Airlines names. LUV ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
16,156 | $830,741 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
6,633 | $621,246 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
9,416 | $491,515 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
1,682 | $228,735 | |
| 5 | AAL |
American Airlines Group Inc.
|
1,951 | $35,254 | |
| 6 | JBLU |
Jetblue Airways Corp
|
2,986 | $17,109 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
217 | $14,050 | |
| 8 | CPA |
Copa Holdings, S.A.
|
50 | $7,778 |
All Filings in LUV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $830,741 | 16,156 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $609,986 | 16,236 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $671,033 | 16,236 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $520,707 | 16,318 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $534,968 | 16,491 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $369,212 | 10,995 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $371,669 | 11,055 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $326,996 | 11,036 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $265,123 | 9,794 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $356,270 | 9,839 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $327,222 | 10,056 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $368,080 | 10,932 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $450,325 | 14,602 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $531,397 | 14,712 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $678,389 | 14,812 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $633,003 | 14,776 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $830,337 | 16,145 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $862,447 | 16,245 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $998,819 | 16,358 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $763,331 | 16,377 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $662,775 | 17,674 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $620,298 | 18,148 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $628,231 | 17,642 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||