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Portside Wealth Group, LLC: LUV position timeline

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

Portside Wealth Group, LLC held 37,698 LUV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,698 shares
    Change vs previous 13F +13,597 shares

    0.23% of the 13F portfolio, value $1,938,410.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 24,101 shares
    Change vs previous 13F -8,591 shares

    0.12% of the 13F portfolio, value $905,481.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 32,692 shares
    Change vs previous 13F -609 shares

    0.18% of the 13F portfolio, value $1,351,147.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 33,301 shares
    Change vs previous 13F +14,213 shares

    0.15% of the 13F portfolio, value $1,062,624.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 19,088 shares
    Change vs previous 13F -3,340 shares

    0.09% of the 13F portfolio, value $619,215.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 22,428 shares
    Change vs previous 13F +693 shares

    0.12% of the 13F portfolio, value $753,132.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 21,735 shares
    Change vs previous 13F -1,659 shares

    0.12% of the 13F portfolio, value $730,730.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 23,394 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $693,164.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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