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Southwest Airlines shares owned by Estate Planners Group

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Southwest Airlines

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All positions including Southwest Airlines held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0k 96 41.33

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Southwest Airlines

Vanguard Group
Elliott Investment Management
PRIMECAP Management Company
Franklin Resources
State Street Corporation
BlackRock
Goldman Sachs Group
Geode Capital Management
Ameriprise Financial
Arrowstreet Capital, Limited Partnership
UBS Group
Susquehanna International
Invesco
Citadel Advisors
Dimensional Fund Advisors

View all funds holding Southwest Airlines