Golden State Wealth Management, LLC
Position in LUV — Southwest Airlines Co
CIK 1776033
SANTA ANA, CA
Position in LUV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$78,775
+$21,218 QoQ
Shares Held
1,532
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#668
of 924 holders
Holding Since
Mar 2020
14 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 Jun 30, 2026Golden State Wealth Management, LLC holds $159,449 across 5 Airlines names. LUV ranks #1 (49.4% of the industry book) .
All Filings in LUV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,775 | 1,532 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $57,557 | 1,532 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $66,913 | 1,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $61,235 | 1,919 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $75,455 | 2,326 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $86,972 | 2,590 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $64,180 | 1,909 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $238,297 | 5,203 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $231,807 | 5,411 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $276,899 | 5,384 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $243,736 | 4,591 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $313,848 | 5,140 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $124,837 | 3,329 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $89,416 | 2,511 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||