BURNEY CO/

Position in LUV — Southwest Airlines Co

CIK 940445 RESTON, VA

Position in LUV

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$392,042

-$41,716 QoQ

Shares Held

10,435

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

BURNEY CO/ holds $7,926,521 across 4 Airlines names. LUV ranks #2 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPA	Copa Holdings, S.A.	60,789	$6,906,238
2	LUV	Southwest Airlines Co This page	10,435	$392,042
3	DAL	Delta Air Lines, Inc.	5,789	$384,852
4	AAL	American Airlines Group Inc.	22,662	$243,389

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$392,042	10,435	-0.6%	Shares	Sole	2026-04-29
2025-12-31	$433,758	10,495	-6.3%	Shares	Sole	2026-01-23
2025-09-30	$357,232	11,195	-7.5%	Shares	Sole	2025-10-16
2025-06-30	$392,524	12,100	-9.2%	Shares	Sole	2025-08-05
2025-03-31	$447,285	13,320	-3.3%	Shares	Sole	2025-05-06
2024-12-31	$463,283	13,780	-12.1%	Shares	Sole	2025-01-14
2024-09-30	$464,746	15,685	-0.8%	Shares	Sole	2024-10-18
2024-06-30	$452,209	15,806	-4.8%	Shares	Sole	2024-07-29
2024-03-31	$484,787	16,608	-2.9%	Shares	Sole	2024-05-22
2023-12-31	$494,079	17,108	-11.7%	Shares	Sole	2024-02-12
2023-09-30	$524,616	19,380	-28.7%	Shares	Sole	2023-11-08
2023-06-30	$984,368	27,185	-21.0%	Shares	Sole	2023-08-09
2023-03-31	$1,119,538	34,405	-3.1%	Shares	Sole	2023-05-10
2022-12-31	$1,195,621	35,510	+62.3%	Shares	Sole	2023-02-06
2022-09-30	$674,933	21,885	+0.8%	Shares	Sole	2022-11-15
2022-06-30	$784,345	21,715	-2.2%	Shares	Defined	2022-08-12
2022-03-31	$1,016,531	22,195	-0.6%	Shares	Defined	2022-05-09
2021-12-31	$956,145	22,319	-2.4%	Shares	Defined	2022-02-11
2021-09-30	$1,176,461	22,875	-10.5%	Shares	Sole	2021-11-12
2021-06-30	$1,356,502	25,551	+5.0%	Shares	Defined	2021-08-06
2021-03-31	$1,485,345	24,326	+5.5%	Shares	Sole	2021-05-13
2020-12-31	$1,074,267	23,048	-11.8%	Shares	Sole	2021-02-11
2020-09-30	$980,325	26,142	-11.7%	Shares	Defined	2020-12-14
2020-06-30	$1,011,762	29,601	-2.6%	Shares	Defined	2020-08-13
2020-03-31	$1,082,615	30,402	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.