Center for Financial Planning, Inc.
Position in LUV — Southwest Airlines Co
CIK 1803557
SOUTHFIED, MI
Position in LUV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,406
+$7,382 QoQ
Shares Held
533
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#730
of 924 holders
Holding Since
Mar 2021
22 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, 2026Center for Financial Planning, Inc. holds $753,864 across 4 Airlines names. LUV ranks #3 (3.6% of the industry book) .
All Filings in LUV
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,406 | 533 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $20,024 | 533 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $187,348 | 4,533 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $141,457 | 4,433 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $150,294 | 4,633 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $155,576 | 4,633 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $155,761 | 4,633 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $137,275 | 4,633 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $38,194 | 1,335 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $38,968 | 1,335 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $38,554 | 1,335 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $36,138 | 1,335 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $48,340 | 1,335 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,932 | 1,135 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $38,215 | 1,135 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $35,003 | 1,135 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $40,996 | 1,135 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $51,983 | 1,135 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $48,623 | 1,135 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $58,373 | 1,135 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $60,257 | 1,135 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $69,303 | 1,135 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||