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Disclosery

AE Wealth Management LLC: LUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LUV, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 20,682 LUV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,682 shares
    Change vs previous 13F +2,075 shares

    <0.01% of the 13F portfolio, value $1,063,478.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,607 shares
    Change vs previous 13F +1,147 shares

    <0.01% of the 13F portfolio, value $699,072.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,460 shares
    Change vs previous 13F -1,278 shares

    <0.01% of the 13F portfolio, value $721,602.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,738 shares
    Change vs previous 13F -784 shares

    <0.01% of the 13F portfolio, value $597,924.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,522 shares
    Change vs previous 13F -1,754 shares

    <0.01% of the 13F portfolio, value $633,297.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,276 shares
    Change vs previous 13F +3,619 shares

    0.01% of the 13F portfolio, value $714,443.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,657 shares
    Change vs previous 13F -432 shares

    0.01% of the 13F portfolio, value $593,620.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,089 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $535,969.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).