Position in LUV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$322,711
+$29,683 QoQ
Shares Held
6,276
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#536
of 924 holders
Holding Since
Dec 2022
14 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, 2026Wallace Advisory Group, LLC holds $322,711 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
|
6,276 | $322,711 |
All Filings in LUV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,711 | 6,276 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $293,028 | 7,090 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $246,057 | 7,711 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $358,462 | 11,050 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $358,097 | 10,664 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $367,096 | 10,919 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $324,596 | 10,955 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $322,576 | 11,275 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $207,978 | 7,125 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $324,870 | 11,249 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $330,605 | 12,213 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $453,312 | 12,519 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $407,367 | 12,519 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $236,464 | 7,023 | Shares | Sole | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||