Strategic Wealth Partners, Ltd.
Position in LUV — Southwest Airlines Co
CIK 1720777
INDEPENDENCE, OH
Position in LUV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,149
-$1,316 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Strategic Wealth Partners, Ltd. holds $6,054,291 across 4 Airlines names. LUV ranks #2 (0.2% of the industry book) .
All Filings in LUV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,149 | 350 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,465 | 350 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $7,977 | 250 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,110 | 250 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||