Position in LUV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$277,668
+$74,790 QoQ
Shares Held
5,400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#563
of 922 holders
Holding Since
Dec 2025
3 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, 2026Ballast Rock Private Wealth LLC holds $277,668 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
|
5,400 | $277,668 |
All Filings in LUV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,668 | 5,400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $202,878 | 5,400 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $223,182 | 5,400 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||