Everhart Financial Group, Inc.

Position in LUV — Southwest Airlines Co

CIK 1852858 Dublin, OH

Position in LUV

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$279,004

+$33,569 QoQ

Shares Held

5,426

+17.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#562

of 923 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Everhart Financial Group, Inc. holds $1,842,526 across 3 Airlines names. LUV ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	14,536	$1,361,441
2	LUV	Southwest Airlines Co This page	5,426	$279,004
3	UAL	United Airlines Holdings, Inc.	1,486	$202,081

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,004	5,426	+17.4%	Shares	Sole	2026-07-09
2021-06-30	$245,435	4,623	+5.7%	Shares	Sole	2021-07-16
2021-03-31	$267,137	4,375	-10.5%	Shares	Sole	2021-04-13
2020-12-31	$227,922	4,890	—	Shares	Sole	2021-03-26
No filing history on record for this holder in this stock.