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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

LUV holding history

Southwest Airlines Co in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LUV overviewAll 13F holders of LUVFull Q2 2026 holdings

Shares (Q2 2026)
7,130
Value
$366.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of LUV by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,130$366.6K<0.1%+371+5.5%AddedHolders
Q1 20266,759$254.0K<0.1%−193−2.8%ReducedHolders
Q4 20256,952$287.3K<0.1%−97−1.4%ReducedHolders
Q3 20257,049$224.9K<0.1%+282+4.2%AddedHolders
Q2 20256,767$219.5K<0.1%+18+0.3%AddedHolders
Q1 20256,749$226.6K<0.1%−145−2.1%ReducedHolders
Q4 20246,894$231.8K<0.1%00.0%UnchangedHolders
Q3 20246,894$204.3K<0.1%−226−3.2%ReducedHolders
Q2 20247,120$203.7K<0.1%+49+0.7%AddedHolders
Q1 20247,071$206.4K<0.1%+7,071NewHolders
Q3 20230$00.0%−8,957−100.0%Sold outHolders
Q2 20238,957$324.3K<0.1%−2,318−20.6%ReducedHolders
Q1 202311,275$366.9K<0.1%−478−4.1%ReducedHolders
Q4 202211,753$395.7K<0.1%−186−1.6%ReducedHolders
Q3 202211,939$368.0K<0.1%−1,986−14.3%ReducedHolders
Q2 202213,925$503.0K<0.1%−381−2.7%ReducedHolders
Q1 202214,306$655.0K<0.1%−39−0.3%ReducedHolders
Q4 202114,345$615.0K<0.1%−2,551−15.1%ReducedHolders
Q3 202116,896$869.0K0.1%+7,951+88.9%AddedHolders
Q2 20218,945$475.0K<0.1%−1,902−17.5%ReducedHolders
Q1 202110,847$662.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.