Position in LUV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,575
+$39,750 QoQ
Shares Held
2,870
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#646
of 924 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, 2026Heritage Wealth Advisors holds $154,166 across 4 Airlines names. LUV ranks #1 (95.7% of the industry book) .
All Filings in LUV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,575 | 2,870 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $107,825 | 2,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $118,617 | 2,870 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $101,409 | 3,178 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $103,094 | 3,178 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $106,717 | 3,178 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $110,105 | 3,275 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $96,534 | 3,258 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $90,922 | 3,178 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $92,765 | 3,178 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $91,780 | 3,178 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $88,735 | 3,278 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $118,696 | 3,278 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $106,666 | 3,278 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $110,370 | 3,278 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $101,093 | 3,278 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $118,401 | 3,278 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $150,132 | 3,278 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $136,145 | 3,178 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $163,444 | 3,178 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $168,720 | 3,178 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $345,233 | 5,654 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $263,532 | 5,654 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $96,075 | 2,562 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $87,569 | 2,562 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $91,232 | 2,562 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||