Position in LUV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$138,885
-$119,976 QoQ
Shares Held
2,701
-52.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#648
of 923 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Derivatives in LUV
reported options exposure · as of Jun 30, 2026CallValue
$77,130
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Airlines
Industrials · as of Jun 30, 2026SHELTON WEALTH MANAGEMENT, LLC holds $138,885 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
|
2,701 | $138,885 |
All Filings in LUV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,885 | 2,701 | Shares | Sole | 2026-07-13 | |
| 2026-06-30 | $77,130 | 1,500 | Call | Sole | 2026-07-13 | |
| 2022-03-31 | $258,861 | 5,652 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $227,094 | 5,301 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||