Clearstead Trust, LLC

Position in LUV — Southwest Airlines Co

CIK 1708001 PORTLAND, ME

Position in LUV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$13,677

+$3,684 QoQ

Shares Held

266

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#772

of 924 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Clearstead Trust, LLC holds $38,399 across 4 Airlines names. LUV ranks #2 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	109	$14,822
2	LUV	Southwest Airlines Co This page	266	$13,677
3	ALK	Alaska Air Group, Inc.	145	$7,569
4	AAL	American Airlines Group Inc.	129	$2,331

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,677	266	0.0%	Shares	Sole	2026-08-06
2026-03-31	$9,993	266	0.0%	Shares	Sole	2026-05-06
2025-12-31	$10,993	266	-2.2%	Shares	Sole	2026-02-09
2025-09-30	$8,679	272	+10.1%	Shares	Sole	2025-11-10
2025-06-30	$8,012	247	+90.0%	Shares	Sole	2025-08-08
2025-03-31	$4,365	130	-99.6%	Shares	Sole	2025-05-09
2021-12-31	$1,453,646	33,932	+2.6%	Shares	Sole	2022-02-09
2021-09-30	$1,700,224	33,059	+7.7%	Shares	Sole	2021-11-02
2021-06-30	$1,629,066	30,685	-3.9%	Shares	Sole	2021-08-12
2021-03-31	$1,949,096	31,921	+1263.6%	Shares	Sole	2021-04-30
2020-12-31	$109,114	2,341	+1560.3%	Shares	Sole	2021-02-16
2020-09-30	$5,287	141	0.0%	Shares	Sole	2020-10-23
2020-06-30	$4,819	141	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.