Portside Wealth Group, LLC

Position in LUV — Southwest Airlines Co

CIK 1978608 Provo, UT

Position in LUV

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,938,430

+$1,032,956 QoQ

Shares Held

37,698

+56.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#253

of 922 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Portside Wealth Group, LLC holds $2,266,316 across 3 Airlines names. LUV ranks #1 (85.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	37,698	$1,938,430
2	RYAAY	Ryanair Holdings PLC	3,294	$213,286
3	JBLU	Jetblue Airways Corp	20,000	$114,600

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,938,430	37,698	+56.4%	Shares	Other	2026-07-14
2026-03-31	$905,474	24,101	-26.3%	Shares	Sole	2026-05-12
2025-12-31	$1,351,159	32,692	-1.8%	Shares	Other	2026-01-21
2025-09-30	$1,062,634	33,301	+74.5%	Shares	Other	2025-11-05
2025-06-30	$619,213	19,088	-14.9%	Shares	Other	2025-08-11
2025-03-31	$753,131	22,428	+3.2%	Shares	Sole	2025-04-14
2024-12-31	$730,730	21,735	-7.1%	Shares	Sole	2025-04-14
2024-09-30	$693,163	23,394	-2.9%	Shares	Other	2024-10-31
2024-06-30	$689,529	24,101	-8.3%	Shares	Other	2024-07-18
2024-03-31	$767,288	26,286	-1.6%	Shares	Other	2024-04-17
2023-12-31	$771,211	26,704	-10.5%	Shares	Other	2024-01-16
2023-09-30	$808,093	29,852	+1.5%	Shares	Other	2023-10-27
2023-06-30	$1,064,682	29,403	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.