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Southwest Airlines shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Southwest Airlines (LUV) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Southwest Airlines

Tip: Access up to 7 years of quarterly data

All positions including Southwest Airlines held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southwest Airlines by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 47k 29.19
2023-12-31 $1.3M 47k 28.88
2023-09-30 $1.3M 47k 27.07
2023-06-30 $1.7M 47k 36.21
2023-03-31 $1.5M 47k 32.54
2022-12-31 $1.6M 47k 33.67

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Southwest Airlines

Vanguard Group
PRIMECAP Management Company
T. Rowe Price Associates
Artisan Partners Limited Partnership
Citadel Advisors
Wellington Management Company
Provident Trust
Dimensional Fund Advisors
U.S. Global Investors
Bank of New York Mellon
Millennium Management
Charles Schwab Investment Management
Jpmorgan Chase & Co
Bank of America Corporation
Fort Washington Investment Advisors

View all funds holding Southwest Airlines