Global Retirement Partners, LLC
PensionPosition in LUV — Southwest Airlines Co
CIK 1749744
San Rafael, CA
Position in LUV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$474,658
+$193,532 QoQ
Shares Held
9,231
+35.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#453
of 924 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Global Retirement Partners, LLC holds $4,198,313 across 11 Airlines names. LUV ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
24,773 | $2,320,239 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
4,581 | $622,970 | |
| 3 | LUV |
Southwest Airlines Co
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|
9,231 | $474,658 | |
| 4 | AAL |
American Airlines Group Inc.
|
15,979 | $288,740 | |
| 5 | CPA |
Copa Holdings, S.A.
|
1,133 | $176,260 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
2,452 | $127,994 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
1,433 | $92,786 | |
| 8 | JBLU |
Jetblue Airways Corp
|
8,647 | $49,547 |
All Filings in LUV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,658 | 9,231 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $281,126 | 6,802 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $166,123 | 5,206 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $187,178 | 5,770 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $311,825 | 9,275 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $398,879 | 13,462 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $397,364 | 13,889 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $379,907 | 13,015 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $353,375 | 12,236 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $260,305 | 9,616 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $424,127 | 11,713 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $331,094 | 10,175 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $297,710 | 8,842 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $259,179 | 8,404 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $329,667 | 9,127 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $402,765 | 8,794 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $357,078 | 6,943 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $413,464 | 7,788 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $423,451 | 6,935 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $317,227 | 6,806 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $236,962 | 6,319 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $198,893 | 5,819 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $82,365 | 2,313 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||