Position in LUV
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$5,635
-$564 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $30,064 across 1 Airlines name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
321 | $30,064 |
All Filings in LUV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,635 | 150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,199 | 150 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,786 | 150 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,866 | 150 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $5,037 | 150 | Shares | Sole | 2025-09-23 | |
| 2024-09-30 | $5,926 | 200 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $19,469 | 667 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $43,175 | 1,495 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $40,469 | 1,495 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $54,133 | 1,495 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $42,464 | 1,305 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $43,939 | 1,305 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $40,246 | 1,305 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $47,136 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $59,769 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $55,906 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $67,116 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $69,282 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $79,683 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $60,826 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $48,937 | 1,305 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $92,969 | 2,720 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $128,089 | 3,597 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||