Caliber Wealth Management, LLC / KS
Position in LUV — Southwest Airlines Co
CIK 2067120
Overland Park, KS
Position in LUV
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$843,493
+$157,540 QoQ
Shares Held
16,404
-10.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#359
of 924 holders
Holding Since
Mar 2025
6 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, 2026Caliber Wealth Management, LLC / KS holds $843,493 across 1 Airlines name. LUV ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
This page
|
16,404 | $843,493 |
All Filings in LUV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $843,493 | 16,404 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $685,953 | 18,258 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $493,397 | 11,938 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $381,515 | 11,956 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $387,171 | 11,935 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $277,404 | 8,261 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||