Position in LUV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$531,631
+$215,442 QoQ
Shares Held
10,339
+22.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#426
of 928 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $2,602,915 across 14 Airlines names. LUV ranks #3 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
11,276 | $1,056,110 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
5,002 | $680,221 | |
| 3 | LUV |
Southwest Airlines Co
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|
10,339 | $531,631 | |
| 4 | CPA |
Copa Holdings, S.A.
|
831 | $129,278 | |
| 5 | AAL |
American Airlines Group Inc.
|
5,813 | $105,040 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
665 | $43,058 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
484 | $25,264 | |
| 8 | JBLU |
Jetblue Airways Corp
|
4,041 | $23,154 |
All Filings in LUV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,631 | 10,339 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $316,189 | 8,416 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $316,463 | 7,657 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $309,846 | 9,710 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $292,738 | 9,024 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $330,695 | 9,848 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $312,497 | 9,295 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $254,314 | 8,583 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $696,996 | 24,362 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $731,997 | 25,077 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $586,090 | 20,294 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $551,497 | 20,373 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $720,832 | 19,907 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $734,037 | 22,558 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,364 | 26,386 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,704,002 | 55,253 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,791,660 | 49,603 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $993,951 | 21,702 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $661,878 | 15,450 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $610,731 | 11,875 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $659,749 | 12,427 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $698,465 | 11,439 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $481,994 | 10,341 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $296,737 | 7,913 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $311,721 | 9,120 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $293,818 | 8,251 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||