Position in LUV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$512,400
+$273,267 QoQ
Shares Held
9,965
+56.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#434
of 923 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $512,400 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
|
9,965 | $512,400 |
All Filings in LUV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,400 | 9,965 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $239,133 | 6,365 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $261,784 | 6,334 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||