True Wealth Design, LLC

Position in LUV — Southwest Airlines Co

CIK 1966033 AKRON, OH

Position in LUV

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$5,372

-$538 QoQ

Shares Held

143

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

True Wealth Design, LLC holds $334,559 across 13 Airlines names. LUV ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	1,758	$161,859
2	DAL	Delta Air Lines, Inc.	2,143	$142,466
3	CPA	Copa Holdings, S.A.	71	$8,066
4	SKYW	Skywest Inc	62	$5,693
5	LUV	Southwest Airlines Co This page	143	$5,372
6	RYAAY	Ryanair Holdings PLC	90	$5,202
7	ALK	Alaska Air Group, Inc.	53	$1,949
8	SNCY	Sun Country Airlines Holdings, LLC	109	$1,800

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,372	143	0.0%	Shares	Sole	2026-04-13
2025-12-31	$5,910	143	-0.7%	Shares	Sole	2026-01-08
2025-09-30	$4,595	144	-5.3%	Shares	Sole	2025-10-21
2025-06-30	$4,930	152	-26.2%	Shares	Sole	2025-08-06
2025-03-31	$6,917	206	+51.5%	Shares	Sole	2025-05-13
2024-12-31	$4,572	136	+3.8%	Shares	Sole	2025-02-14
2024-09-30	$3,881	131	-93.8%	Shares	Sole	2024-11-14
2024-06-30	$60,595	2,118	+1741.7%	Shares	Sole	2024-08-14
2024-03-31	$3,356	115	+5.5%	Shares	Sole	2024-05-14
2023-12-31	$3,147	109	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,950	109	0.0%	Shares	Sole	2023-11-13
2023-06-30	$3,946	109	-90.3%	Shares	Sole	2023-08-14
2023-03-31	$36,737	1,129	0.0%	Shares	Sole	2023-05-12
2022-12-31	$38,013	1,129	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.