Position in LUV
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,855
-$244 QoQ
Shares Held
76
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Ascentis Wealth Management, LLC holds $18,266 across 5 Airlines names. LUV ranks #3 (15.6% of the industry book) .
All Filings in LUV
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,855 | 76 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,099 | 75 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,392 | 75 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,432 | 75 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,518 | 75 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||