Southwest Airlines shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Southwest Airlines
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Quarterly reported holdings in Southwest Airlines by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $831k | 16k | 51.42 |
| 2026-03-31 | $610k | 16k | 37.57 |
| 2025-12-31 | $671k | 16k | 41.33 |
| 2025-09-30 | $521k | 16k | 31.91 |
| 2025-06-30 | $535k | 17k | 32.44 |
| 2025-03-31 | $369k | 11k | 33.58 |
| 2024-12-31 | $372k | 11k | 33.62 |
| 2024-09-30 | $327k | 11k | 29.63 |
| 2023-09-30 | $265k | 9.8k | 27.07 |
| 2023-06-30 | $356k | 9.8k | 36.21 |
| 2023-03-31 | $327k | 10k | 32.54 |
| 2022-12-31 | $368k | 11k | 33.67 |
| 2022-09-30 | $450k | 15k | 30.82 |
| 2022-06-30 | $531k | 15k | 36.09 |
| 2022-03-31 | $678k | 15k | 45.77 |
| 2021-12-31 | $633k | 15k | 42.84 |
| 2021-09-30 | $830k | 16k | 51.41 |
| 2021-06-30 | $862k | 16k | 53.06 |
| 2021-03-31 | $999k | 16k | 61.07 |
| 2020-12-31 | $763k | 16k | 46.59 |
| 2020-09-30 | $663k | 18k | 37.51 |
| 2020-06-30 | $620k | 18k | 34.16 |
| 2020-03-31 | $628k | 18k | 35.60 |
| 2019-12-31 | $994k | 18k | 53.95 |
| 2019-09-30 | $887k | 16k | 54.02 |
| 2019-06-30 | $908k | 18k | 50.80 |
| 2019-03-31 | $944k | 18k | 51.89 |
| 2018-09-30 | $1.2M | 20k | 61.80 |
| 2018-06-30 | $1.0M | 20k | 51.02 |
| 2018-03-31 | $1.0M | 19k | 52.83 |
| 2017-12-31 | $1.4M | 22k | 65.57 |
| 2017-09-30 | $1.1M | 20k | 55.98 |
| 2017-06-30 | $1.2M | 19k | 62.03 |
More positions owned by Institute For Wealth Management
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