Position in LUV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,389,178
+$643,526 QoQ
Shares Held
46,464
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
5.33%
of 13F equity value
Holder Rank
#229
of 923 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $2,593,163 across 2 Airlines names. LUV ranks #1 (92.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
46,464 | $2,389,178 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
1,500 | $203,985 |
All Filings in LUV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,389,178 | 46,464 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,745,652 | 46,464 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,920,357 | 46,464 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,482,666 | 46,464 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,507,292 | 46,464 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,560,261 | 46,464 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,562,119 | 46,464 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,376,728 | 46,464 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,329,335 | 46,464 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,356,284 | 46,464 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,341,880 | 46,464 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,257,780 | 46,464 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,682,461 | 46,464 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,521,928 | 46,771 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,574,779 | 46,771 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||