Position in LUV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$248,564
New position
Shares Held
4,834
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#582
of 923 holders
Holding Since
Jun 2026
1 quarter on record
Position in Airlines
Industrials · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $248,564 across 1 Airlines name. LUV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
4,834 | $248,564 |
All Filings in LUV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,564 | 4,834 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||