Summit Financial, LLC

Position in LUV — Southwest Airlines Co

CIK 1765536 PARSIPPANY, NJ

Position in LUV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,232,090

New position

Shares Held

43,409

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#236

of 923 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $9,892,305 across 4 Airlines names. LUV ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	68,725	$6,436,783
2	LUV	Southwest Airlines Co This page	43,409	$2,232,090
3	UAL	United Airlines Holdings, Inc.	6,021	$818,795
4	CPA	Copa Holdings, S.A.	2,601	$404,637

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,232,090	43,409	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.