Position in LUV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$387,861
+$99,624 QoQ
Shares Held
7,543
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#481
of 923 holders
Holding Since
Jun 2024
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, 2026Opal Wealth Advisors, LLC holds $387,861 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
|
7,543 | $387,861 |
All Filings in LUV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,861 | 7,543 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $288,237 | 7,672 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $364,778 | 8,826 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $284,254 | 8,908 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $296,177 | 9,130 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $308,633 | 9,191 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $301,403 | 8,965 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $245,069 | 8,271 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $118,645 | 4,147 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||