WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LUV — Southwest Airlines Co
CIK 1632972
PLYMOUTH, MN
Position in LUV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,292,149
+$904,952 QoQ
Shares Held
44,577
+20.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 924 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $41,370,902 across 11 Airlines names. LUV ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
265,159 | $24,834,791 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
72,570 | $9,868,794 | |
| 3 | LUV |
Southwest Airlines Co
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|
44,577 | $2,292,149 | |
| 4 | AAL |
American Airlines Group Inc.
|
59,471 | $1,074,640 | |
| 5 | CPA |
Copa Holdings, S.A.
|
5,102 | $793,718 | |
| 6 | JBLU |
Jetblue Airways Corp
|
112,613 | $645,272 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
11,680 | $609,696 | |
| 8 | ALGT |
Allegiant Travel CO
|
3,117 | $366,559 |
All Filings in LUV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,149 | 44,577 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,387,197 | 36,923 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,489,822 | 36,047 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,117,520 | 35,021 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,028,477 | 31,704 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $862,200 | 25,676 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $818,546 | 24,347 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $700,927 | 23,656 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $706,008 | 24,677 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $711,944 | 24,390 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $668,340 | 23,142 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $736,520 | 27,208 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||