LifeSteps Financial, Inc.

Position in LUV — Southwest Airlines Co

CIK 1801373 CLAREMONT, CA

Position in LUV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$55,430

-$23,061 QoQ

Shares Held

1,078

-59.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#687

of 924 holders

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $141,832 across 5 Airlines names. LUV ranks #2 (39.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALK	Alaska Air Group, Inc.	1,110	$57,942
2	LUV	Southwest Airlines Co This page	1,078	$55,430
3	UAL	United Airlines Holdings, Inc.	120	$16,318
4	DAL	Delta Air Lines, Inc.	120	$11,239
5	AAL	American Airlines Group Inc.	50	$903

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,430	1,078	-59.9%	Shares	Sole	2026-07-17
2024-03-31	$78,491	2,689	-61.6%	Shares	Sole	2024-04-26
2022-06-30	$252,984	7,004	-7.5%	Shares	Sole	2022-07-13
2022-03-31	$346,660	7,569	-29.6%	Shares	Sole	2022-04-12
2021-12-31	$460,701	10,754	-7.5%	Shares	Sole	2022-01-26
2021-09-30	$597,616	11,620	+3.0%	Shares	Sole	2021-10-06
2021-06-30	$598,855	11,280	+18.8%	Shares	Sole	2021-07-09
2021-03-31	$579,581	9,492	+66.5%	Shares	Sole	2021-04-20
2020-12-31	$265,677	5,700	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.