Position in LUV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,094
+$4,373 QoQ
Shares Held
313
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#758
of 922 holders
Holding Since
Dec 2024
4 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 Jun 30, 2026Financial Life Planners holds $26,430 across 2 Airlines names. LUV ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
313 | $16,094 | |
| 2 | AAL |
American Airlines Group Inc.
|
572 | $10,336 |
All Filings in LUV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,094 | 313 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $11,721 | 312 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $9,892 | 310 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $10,220 | 304 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||