Position in LUV
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,964
+$1,794 QoQ
Shares Held
116
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#824
of 928 holders
Holding Since
Sep 2023
9 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, 2026Cornerstone Planning Group LLC holds $159,148 across 8 Airlines names. LUV ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
874 | $81,858 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
406 | $55,211 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
137 | $8,870 | |
| 4 | CPA |
Copa Holdings, S.A.
|
39 | $6,067 | |
| 5 | LUV |
Southwest Airlines Co
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|
116 | $5,964 | |
| 6 | AAL |
American Airlines Group Inc.
|
40 | $722 | |
| 7 | ALK |
Alaska Air Group, Inc.
|
7 | $365 | |
| 8 | JBLU |
Jetblue Airways Corp
|
16 | $91 |
All Filings in LUV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,964 | 116 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,170 | 111 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,438 | 59 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $159 | 5 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $940 | 29 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,343 | 40 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $171 | 6 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $1,472 | 51 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,380 | 51 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||