Position in LUV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,823,725
+$436,050 QoQ
Shares Held
128,393
+20.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $7,395,018 across 5 Airlines names. LUV ranks #1 (65.2% of the industry book) .
All Filings in LUV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,823,725 | 128,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,387,675 | 106,162 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,631,613 | 113,808 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,169,059 | 128,516 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,446,126 | 132,404 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,612,327 | 137,190 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,316,202 | 145,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,392,521 | 153,531 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,804,761 | 164,603 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,819,465 | 166,879 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,264,844 | 194,490 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,605,451 | 237,654 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,972,885 | 245,018 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,906,891 | 323,935 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,597,808 | 311,213 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,410,777 | 315,913 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $14,714,349 | 321,274 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $12,395,454 | 289,343 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,551,819 | 321,832 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,044,449 | 76,181 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $705,181 | 11,549 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $624,993 | 13,409 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $425,062 | 11,335 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $334,212 | 9,778 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||