JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in LUV — Southwest Airlines Co
CIK 2122180
AMMON, ID
Position in LUV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$269,234
-$236,272 QoQ
Shares Held
5,236
-57.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#572
of 924 holders
Holding Since
Dec 2025
2 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $269,234 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
|
5,236 | $269,234 |
All Filings in LUV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,234 | 5,236 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $505,506 | 12,231 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||