Asset Planning,Inc

Position in LUV — Southwest Airlines Co

CIK 2048547 LOS ALAMITOS, CA

Position in LUV

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,851

New position

Shares Held

36

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#864

of 923 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Asset Planning,Inc holds $4,168 across 3 Airlines names. LUV ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	36	$1,851
2	DAL	Delta Air Lines, Inc.	18	$1,685
3	AAL	American Airlines Group Inc.	35	$632

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,851	36	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.