Position in LUV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$946,745
+$266,127 QoQ
Shares Held
18,412
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#339
of 923 holders
Holding Since
Dec 2025
3 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, 2026Rothschild Wealth LLC holds $1,632,804 across 2 Airlines names. LUV ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
18,412 | $946,745 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
7,325 | $686,059 |
All Filings in LUV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,745 | 18,412 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $680,618 | 18,116 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $686,491 | 16,610 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||