Bruce G. Allen Investments, LLC

Position in LUV — Southwest Airlines Co

CIK 2005409 DENVER, CO

Position in LUV

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,638

+$3,491 QoQ

Shares Held

168

+22.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#793

of 922 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $40,316 across 6 Airlines names. LUV ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	153	$20,806
2	LUV	Southwest Airlines Co This page	168	$8,638
3	DAL	Delta Air Lines, Inc.	64	$5,994
4	RYAAY	Ryanair Holdings PLC	48	$3,108
5	ALK	Alaska Air Group, Inc.	27	$1,409
6	AAL	American Airlines Group Inc.	20	$361

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,638	168	+22.6%	Shares	Sole	2026-07-31
2026-03-31	$5,147	137	0.0%	Shares	Sole	2026-05-08
2025-12-31	$5,662	137	0.0%	Shares	Sole	2026-02-10
2025-09-30	$4,371	137	+19.1%	Shares	Sole	2025-10-30
2025-06-30	$3,730	115	-42.2%	Shares	Sole	2025-07-09
2025-03-31	$6,682	199	+3.1%	Shares	Sole	2025-04-14
2024-12-31	$6,488	193	+13.5%	Shares	Sole	2025-01-10
2024-09-30	$5,037	170	-65.3%	Shares	Sole	2024-10-08
2024-06-30	$14,018	490	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$14,361	492	0.0%	Shares	Sole	2024-04-10
2023-12-31	$14,208	492	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.