Position in LUV
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$192,768
+$1,704 QoQ
Shares Held
5,131
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,516,137 across 15 Airlines names. LUV ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
16,447 | $1,093,390 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
6,590 | $606,734 | |
| 3 | CPA |
Copa Holdings, S.A.
|
2,338 | $265,617 | |
| 4 | RYAAY |
Ryanair Holdings PLC
|
3,443 | $199,000 | |
| 5 | LUV |
Southwest Airlines Co
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|
5,131 | $192,768 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
959 | $35,267 | |
| 7 | SKYW |
Skywest Inc
|
346 | $31,768 | |
| 8 | AAL |
American Airlines Group Inc.
|
2,884 | $30,971 |
All Filings in LUV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,768 | 5,131 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $191,064 | 4,623 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $180,576 | 5,659 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $184,581 | 5,690 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $110,207 | 3,282 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $110,874 | 3,298 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $73,597 | 2,484 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $71,150 | 2,487 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $70,988 | 2,432 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $80,429 | 2,785 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $72,465 | 2,677 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $96,787 | 2,673 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $88,930 | 2,733 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $51,716 | 1,536 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,482 | 729 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,897 | 717 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,105 | 308 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $8,866 | 207 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||