Waverly Advisors, LLC

Position in LUV — Southwest Airlines Co

CIK 1568787 BIRMINGHAM, AL

Position in LUV

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

Position Value

$289,391

+$17,053 QoQ

Shares Held

5,628

-40.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#555

of 924 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Industrials · as of Jun 30, 2026

Waverly Advisors, LLC holds $5,676,720 across 6 Airlines names. LUV ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	41,411	$3,878,553
2	UAL	United Airlines Holdings, Inc.	5,968	$811,588
3	ALK	Alaska Air Group, Inc.	8,145	$425,169
4	LUV	Southwest Airlines Co This page	5,628	$289,391
5	AAL	American Airlines Group Inc.	11,446	$206,829
6	JBLU	Jetblue Airways Corp	11,377	$65,190

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,391	5,628	-40.3%	Shares	Sole	2026-08-14
2023-12-31	$272,338	9,430	-6.4%	Shares	Sole	2024-02-14
2023-09-30	$272,621	10,071	+4.3%	Shares	Other	2023-11-14
2023-06-30	$349,498	9,652	+20.9%	Shares	Other	2023-08-15
2023-03-31	$259,733	7,982	+0.3%	Shares	Other	2023-05-16
2022-12-31	$268,046	7,961	+3.6%	Shares	Other	2023-02-15
2022-09-30	$237,067	7,687	-1.8%	Shares	Sole	2022-11-15
2022-06-30	$282,710	7,827	+1.0%	Shares	Other	2022-08-15
2022-03-31	$355,086	7,753	-4.7%	Shares	Other	2022-05-17
2021-12-31	$348,460	8,134	+7.8%	Shares	Sole	2022-02-15
2021-09-30	$388,039	7,545	+77.2%	Shares	Sole	2021-11-15
2021-06-30	$226,110	4,259	0.0%	Shares	Sole	2021-08-17
2021-03-31	$260,054	4,259	—	Shares	Sole	2021-05-24
No filing history on record for this holder in this stock.