Cherry Tree Wealth Management, LLC
Position in LUV — Southwest Airlines Co
CIK 1985414
MINNETONKA, MN
Position in LUV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,956
-$996 QoQ
Shares Held
265
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
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $10,324 across 2 Airlines names. LUV ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
265 | $9,956 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
4 | $368 |
All Filings in LUV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,956 | 265 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,952 | 265 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,456 | 265 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $8,596 | 265 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,898 | 265 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $8,909 | 265 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,851 | 265 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,581 | 265 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,735 | 265 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,653 | 265 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,173 | 265 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,595 | 265 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||