VALLEY NATIONAL ADVISERS INC

Position in LUV — Southwest Airlines Co

CIK 773411 BETHLEHEM, PA

Position in LUV

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$308

+$307 QoQ

Shares Held

-86.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#904

of 923 holders

Holding Since

Mar 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $32,831 across 3 Airlines names. LUV ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	340	$31,844
2	UAL	United Airlines Holdings, Inc.	5	$679
3	LUV	Southwest Airlines Co This page	6	$308

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308	6	-86.4%	Shares	Sole	2026-07-29
2023-09-30	$1	44	+100.0%	Shares	Sole	2023-11-13
2023-06-30	$1	22	0.0%	Shares	Sole	2023-07-31
2023-03-31	$1	22	0.0%	Shares	Sole	2023-04-26
2022-12-31	$740	22	0.0%	Shares	Sole	2023-01-12
2022-09-30	$678	22	-96.4%	Shares	Sole	2022-11-08
2020-06-30	$21,089	617	0.0%	Shares	Sole	2020-08-10
2020-03-31	$21,971	617	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.