Position in LUV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$909,928
+$354,118 QoQ
Shares Held
17,696
+19.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#344
of 930 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $5,576,700 across 6 Airlines names. LUV ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
212,240 | $1,988,688 | |
| 2 | CPA |
Copa Holdings, S.A.
|
8,716 | $1,355,948 | |
| 3 | LUV |
Southwest Airlines Co
This page
|
17,696 | $909,928 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
4,356 | $592,372 | |
| 5 | DAL |
Delta Air Lines, Inc.
|
5,092 | $476,916 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
3,905 | $252,848 |
All Filings in LUV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,928 | 17,696 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $555,810 | 14,794 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $583,290 | 14,113 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $492,786 | 15,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $468,174 | 14,432 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $456,956 | 13,608 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $542,458 | 16,135 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $465,961 | 15,726 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $488,086 | 17,060 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||