Everhart Financial Group »

Southwest Airlines shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in Southwest Airlines

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southwest Airlines by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $279k 5.4k 51.42
2021-06-30 $245k 4.6k 53.00
2021-03-31 $267k 4.4k 61.03
2020-12-31 $228k 4.9k 46.63

More positions owned by Everhart Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust St Str Sp600grwo (SLYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Everhart Financial Group

Top funds holding Southwest Airlines

PRIMECAP Management Company
Franklin Resources
Vanguard Capital Management
Elliott Investment Management
State Street Corporation
BlackRock
Vanguard Portfolio Management
Geode Capital Management
Ameriprise Financial
FMR
Citadel Advisors
Nomura Holdings
Invesco
Bank of America Corporation
Jane Street

View all funds holding Southwest Airlines