Position in LUV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$796,559
-$306,249 QoQ
Shares Held
21,202
-20.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
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, 2026Brown Financial Advisors holds $1,036,125 across 2 Airlines names. LUV ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
21,202 | $796,559 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
2,602 | $239,566 |
All Filings in LUV
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $796,559 | 21,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,102,808 | 26,683 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,037,075 | 32,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,039,247 | 32,036 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $998,702 | 29,741 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $932,282 | 27,730 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $886,499 | 29,919 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $764,287 | 26,714 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||