Nvest Wealth Strategies, Inc.

Position in LUV — Southwest Airlines Co

CIK 2106942 POWELL, OH

Position in LUV

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$29,052

-$13,402 QoQ

Shares Held

565

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#721

of 923 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $30,156 across 3 Airlines names. LUV ranks #1 (96.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LUV	Southwest Airlines Co This page	565	$29,052
2	DAL	Delta Air Lines, Inc.	6	$561
3	UAL	United Airlines Holdings, Inc.	4	$543

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,052	565	-50.0%	Shares	Sole	2026-07-10
2026-03-31	$42,454	1,130	0.0%	Shares	Sole	2026-04-13
2025-12-31	$46,702	1,130	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.