Smallwood Wealth Investment Management, LLC
Position in LUV — Southwest Airlines Co
CIK 1921304
RED BANK, NJ
Position in LUV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,142
+$1,385 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#831
of 924 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $116,212 across 4 Airlines names. LUV ranks #2 (4.4% of the industry book) .
All Filings in LUV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,142 | 100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,757 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,133 | 100 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,191 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,244 | 100 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $3,358 | 100 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||