Position in LUV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,118
+$361,444 QoQ
Shares Held
11,457
+89.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#413
of 928 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Derivatives in LUV
reported options exposure · as of Jun 30, 2020CallValue
$1,000
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026Larson Financial Group LLC holds $1,941,881 across 15 Airlines names. LUV ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
8,043 | $753,307 | |
| 2 | LUV |
Southwest Airlines Co
This page
|
11,457 | $589,118 | |
| 3 | UAL |
United Airlines Holdings, Inc.
|
2,676 | $363,909 | |
| 4 | CPA |
Copa Holdings, S.A.
|
803 | $124,922 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
1,082 | $56,480 | |
| 6 | AAL |
American Airlines Group Inc.
|
1,324 | $23,924 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
136 | $8,806 | |
| 8 | SKYW |
Skywest Inc
|
72 | $7,151 |
All Filings in LUV
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,118 | 11,457 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $227,674 | 6,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $357,421 | 8,648 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $273,277 | 8,564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $280,865 | 8,658 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $107,422 | 3,199 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $111,147 | 3,306 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $103,586 | 3,496 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $102,366 | 3,578 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $108,557 | 3,719 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $238,115 | 8,245 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $136,730 | 5,051 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $245,286 | 6,774 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $214,829 | 6,602 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $151,818 | 4,509 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $139,026 | 4,508 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $153,690 | 4,255 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $248,602 | 5,428 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $254,812 | 5,948 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $207,674 | 4,038 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $254,194 | 4,788 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $325,632 | 5,333 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $230,766 | 4,951 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $176,550 | 4,708 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,000 | 2,500 | Call | Sole | 2020-07-10 | |
| 2020-06-30 | $193,356 | 5,657 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $92,514 | 2,598 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||