Private Wealth Management Group, LLC
Position in LUV — Southwest Airlines Co
CIK 2011342
PRINCETON, NJ
Position in LUV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,231
+$5,180 QoQ
Shares Held
374
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#748
of 923 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $126,124 across 5 Airlines names. LUV ranks #3 (15.2% of the industry book) .
All Filings in LUV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,231 | 374 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $14,051 | 374 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,895 | 433 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $12,668 | 397 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,710 | 361 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,055 | 359 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,598 | 345 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,748 | 329 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,362 | 502 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,603 | 329 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,501 | 329 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||