Position in LUV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$378,245
+$155,373 QoQ
Shares Held
7,356
+19.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#487
of 924 holders
Holding Since
Mar 2021
8 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, 2026Sovereign Financial Group, Inc. holds $378,245 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
|
7,356 | $378,245 |
All Filings in LUV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,245 | 7,356 | Shares | Sole | 2026-07-24 | |
| 2023-06-30 | $222,872 | 6,155 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $206,464 | 6,132 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $220,620 | 6,108 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $370,796 | 8,096 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $209,165 | 4,067 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $215,545 | 4,060 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $247,903 | 4,060 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||