INDEPENDENT FINANCIAL GROUP, LLC

Position in LUV — Southwest Airlines Co

CIK 275484 SAN DIEGO, CA

Position in LUV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$687,382

+$140,363 QoQ

Shares Held

13,368

-8.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#389

of 923 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,230,974 across 3 Airlines names. LUV ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	11,489	$1,076,059
2	LUV	Southwest Airlines Co This page	13,368	$687,382
3	UAL	United Airlines Holdings, Inc.	3,438	$467,533

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$687,382	13,368	-8.2%	Shares	Sole	2026-07-15
2026-03-31	$547,019	14,560	+0.6%	Shares	Sole	2026-05-15
2025-12-31	$598,251	14,475	+15.6%	Shares	Sole	2026-05-15
2025-09-30	$399,704	12,526	+3.1%	Shares	Sole	2026-05-15
2025-06-30	$394,275	12,154	-4.4%	Shares	Sole	2026-05-15
2025-03-31	$427,137	12,720	+5.1%	Shares	Sole	2026-05-19
2024-12-31	$406,902	12,103	+1.7%	Shares	Sole	2026-06-12
2024-09-30	$352,685	11,903	-14.0%	Shares	Sole	2026-06-12
2024-06-30	$395,819	13,835	+16.4%	Shares	Sole	2026-06-12
2024-03-31	$346,981	11,887	+1.0%	Shares	Sole	2026-06-12
2023-12-31	$339,946	11,771	-15.0%	Shares	Sole	2026-06-12
2023-09-30	$374,811	13,846	-8.7%	Shares	Sole	2026-06-12
2023-06-30	$549,016	15,162	-16.5%	Shares	Sole	2026-06-12
2023-03-31	$590,893	18,159	-31.2%	Shares	Sole	2026-06-12
2022-12-31	$889,022	26,404	-28.2%	Shares	Sole	2026-06-15
2022-09-30	$1,134,788	36,796	+7.7%	Shares	Sole	2026-06-15
2022-06-30	$1,233,570	34,152	-3.3%	Shares	Sole	2026-06-12
2022-03-31	$1,618,159	35,331	+15.3%	Shares	Sole	2026-06-12
2021-12-31	$1,313,046	30,650	+47.1%	Shares	Sole	2026-06-15
2021-09-30	$1,071,338	20,831	+26.6%	Shares	Sole	2026-06-15
2021-06-30	$873,649	16,456	+50.3%	Shares	Sole	2026-06-15
2021-03-31	$668,545	10,949	+20.3%	Shares	Sole	2026-06-15
2020-12-31	$424,104	9,099	-31.3%	Shares	Sole	2026-06-15
2020-09-30	$496,837	13,249	+68.1%	Shares	Sole	2026-06-15
2020-06-30	$269,338	7,880	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.