Position in LUV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$637,299
+$379,231 QoQ
Shares Held
12,394
+80.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#403
of 923 holders
Holding Since
Mar 2022
16 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $637,299 across 1 Airlines name. LUV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
12,394 | $637,299 |
All Filings in LUV
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,299 | 12,394 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $258,068 | 6,869 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $350,271 | 8,475 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $299,571 | 9,388 | Shares | Sole | 2025-10-09 | |
| 2025-03-31 | $237,947 | 7,086 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $204,846 | 6,093 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $213,802 | 7,473 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $575,218 | 19,706 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $578,957 | 20,047 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $563,137 | 20,803 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $739,697 | 20,428 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $625,028 | 19,208 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $458,989 | 13,632 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $419,516 | 13,603 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $513,951 | 14,229 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $623,383 | 13,611 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||