Position in LUV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$213,598
New position
Shares Held
4,154
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#620
of 923 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Airlines
Industrials · as of Jun 30, 2026Whalen Wealth Management Inc. holds $1,188,510 across 2 Airlines names. LUV ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
7,169 | $974,912 | |
| 2 | LUV |
Southwest Airlines Co
This page
|
4,154 | $213,598 |
All Filings in LUV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,598 | 4,154 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||