Position in LUV
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$555,810
-$27,480 QoQ
Shares Held
14,794
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $4,635,175 across 5 Airlines names. LUV ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RYAAY |
Ryanair Holdings PLC
|
35,043 | $2,025,485 | |
| 2 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
180,128 | $1,304,126 | |
| 3 | LUV |
Southwest Airlines Co
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|
14,794 | $555,810 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
4,359 | $401,333 | |
| 5 | DAL |
Delta Air Lines, Inc.
|
5,241 | $348,421 |
All Filings in LUV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||