Concord Wealth Partners

Position in LUV — Southwest Airlines Co

CIK 1814214 ABINGDON, VA

Position in LUV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$51

-$403 QoQ

Shares Held

-90.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#921

of 924 holders

Holding Since

Mar 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Concord Wealth Partners holds $4,921 across 2 Airlines names. LUV ranks #2 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DAL	Delta Air Lines, Inc.	52	$4,870
2	LUV	Southwest Airlines Co This page	1	$51

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51	1	-90.9%	Shares	Sole	2026-07-27
2025-12-31	$454	11	-64.5%	Shares	Sole	2026-01-29
2025-09-30	$989	31	0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,005	31	0.0%	Shares	Sole	2025-07-25
2025-03-31	$1,040	31	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,042	31	-70.5%	Shares	Sole	2025-01-24
2024-09-30	$3,111	105	+238.7%	Shares	Sole	2024-10-24
2024-06-30	$886	31	0.0%	Shares	Sole	2024-07-31
2024-03-31	$904	31	+3.3%	Shares	Sole	2024-04-30
2023-12-31	$866	30	-87.0%	Shares	Sole	2024-04-30
2023-09-30	$6,226	230	0.0%	Shares	Sole	2024-04-30
2023-06-30	$8,328	230	0.0%	Shares	Sole	2023-08-08
2023-03-31	$7,484	230	0.0%	Shares	Sole	2023-04-26
2022-12-31	$7,744	230	0.0%	Shares	Sole	2023-01-30
2022-06-30	$8,307	230	0.0%	Shares	Sole	2022-08-04
2022-03-31	$10,534	230	+4.5%	Shares	Sole	2022-04-20
2021-12-31	$9,424	220	+10.0%	Shares	Sole	2022-01-21
2021-06-30	$10,618	200	0.0%	Shares	Sole	2021-07-29
2021-03-31	$12,212	200	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.