Position in LUV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$982,996
+$196,093 QoQ
Shares Held
19,117
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#337
of 923 holders
Holding Since
Sep 2021
4 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, 2026ALTFEST L J & CO INC holds $982,996 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
|
19,117 | $982,996 |
All Filings in LUV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,996 | 19,117 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $786,903 | 20,945 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,402,864 | 33,943 | Shares | Sole | 2026-01-23 | |
| 2021-09-30 | $486,322 | 9,456 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||