Merit Financial Group, LLC

Position in LUV — Southwest Airlines Co

CIK 1621225 ALPHARETTA, GA

Position in LUV

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$564,691

+$184,862 QoQ

Shares Held

10,982

+8.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#420

of 924 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Merit Financial Group, LLC holds $13,105,929 across 8 Airlines names. LUV ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	82,540	$7,730,691
2	UAL	United Airlines Holdings, Inc.	19,371	$2,634,258
3	ALK	Alaska Air Group, Inc.	13,568	$708,248
4	AAL	American Airlines Group Inc.	36,551	$660,473
5	LUV	Southwest Airlines Co This page	10,982	$564,691
6	CPA	Copa Holdings, S.A.	1,768	$275,046
7	JBLU	Jetblue Airways Corp	47,668	$273,136
8	RYAAY	Ryanair Holdings PLC	4,006	$259,386

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,691	10,982	+8.6%	Shares	Other	2026-07-20
2026-03-31	$379,829	10,110	+46.5%	Shares	Other	2026-04-15
2025-12-31	$285,300	6,903	-9.9%	Shares	Other	2026-01-26
2025-06-30	$248,587	7,663	+0.1%	Shares	Sole	2025-07-22
2024-12-31	$257,461	7,658	-43.8%	Shares	Sole	2025-01-15
2021-06-30	$723,138	13,621	+8.3%	Shares	Sole	2021-08-16
2021-03-31	$767,707	12,573	+89.6%	Shares	Sole	2021-05-18
2020-12-31	$309,164	6,633	+1.8%	Shares	Sole	2021-02-12
2020-09-30	$244,312	6,515	+4.3%	Shares	Sole	2020-11-10
2020-06-30	$213,590	6,249	-45.8%	Shares	Sole	2020-08-13
2020-03-31	$410,369	11,524	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.