HB Wealth Management, LLC
Position in VLRS — Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
CIK 1911253
Atlanta, GA
Position in VLRS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$309,378
+$70,328 QoQ
Shares Held
33,018
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 76 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLRS Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $20,667,911 across 7 Airlines names. VLRS ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
179,930 | $16,852,243 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
13,692 | $1,861,975 | |
| 3 | LUV |
Southwest Airlines Co
|
16,544 | $850,692 | |
| 4 | AAL |
American Airlines Group Inc.
|
27,636 | $499,382 | |
| 5 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
This page
|
33,018 | $309,378 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
3,215 | $208,171 | |
| 7 | JBLU |
Jetblue Airways Corp
|
15,021 | $86,070 |
All Filings in VLRS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,378 | 33,018 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $239,050 | 33,018 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $293,199 | 33,018 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $490,487 | 68,313 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $408,793 | 78,313 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $582,648 | 78,313 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $511,546 | 80,813 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $517,595 | 81,383 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $749,553 | 101,018 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $947,548 | 101,018 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $685,912 | 101,018 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $460,601 | 33,018 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $410,743 | 33,018 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $276,030 | 33,018 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||