Position in LUV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$210,050
New position
Shares Held
4,085
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#627
of 923 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Airlines
Industrials · as of Jun 30, 2026BWM Planning, LLC holds $451,160 across 2 Airlines names. LUV ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
1,773 | $241,110 | |
| 2 | LUV |
Southwest Airlines Co
This page
|
4,085 | $210,050 |
All Filings in LUV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,050 | 4,085 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||