NewEdge Wealth, LLC

Position in LUV — Southwest Airlines Co

CIK 1861796 STAMFORD, CT

Position in LUV

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$307,848

-$150,915 QoQ

Shares Held

8,194

-26.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Mar 31, 2026

NewEdge Wealth, LLC holds $8,572,863 across 4 Airlines names. LUV ranks #3 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RYAAY	Ryanair Holdings PLC	97,880	$5,657,464
2	DAL	Delta Air Lines, Inc.	37,045	$2,462,751
3	LUV	Southwest Airlines Co This page	8,194	$307,848
4	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	20,000	$144,800

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$307,848	8,194	-26.2%	Shares	Sole	2026-05-13
2025-12-31	$458,763	11,100	+71.8%	Shares	Sole	2026-02-03
2025-09-30	$206,170	6,461	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.