Next Level Wealth Planning’s Southwest Airlines LUV Stock Holding History

Next Level Wealth Planning’s Portfolio LUV Stock Details LUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.8K	Buy	+524	New	+$23K	0.01%	254

Other funds holding LUV

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Next Level Wealth Planning's LUV Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Southwest Airlines (LUV) in Q3 2026: 524 shares worth $21.8K. The stake represents 0.01% of the portfolio and ranks #254 among its holdings.

452 funds tracked by Wall St. Rank hold LUV as of Q3 2026.

Next Level Wealth Planning held 524 shares of Southwest Airlines worth $21.8K as of Q3 2026.
Southwest Airlines was a new Next Level Wealth Planning position in Q3 2026.
Southwest Airlines made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #254 holding.
452 funds tracked by Wall St. Rank held Southwest Airlines as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.