BFSG, LLC

Position in LUV — Southwest Airlines Co

CIK 1706836 IRVINE, CA

Position in LUV

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$5,372

-$1,104,271 QoQ

Shares Held

143

-99.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BFSG, LLC holds $88,846 across 2 Airlines names.

#	Ticker	Company	Shares	Value (USD)	Open
1	AAL	American Airlines Group Inc.	2,574	$46,512
2	DAL	Delta Air Lines, Inc.	452	$42,334

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,372	143	-99.2%	Shares	Sole	2026-04-29
2021-03-31	$1,109,643	18,173	+0.5%	Shares	Sole	2021-04-26
2020-12-31	$842,941	18,085	+1.8%	Shares	Sole	2021-01-26
2020-09-30	$666,262	17,767	-9.6%	Shares	Sole	2020-11-04
2020-06-30	$671,568	19,648	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.