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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

LUV holding history

Southwest Airlines Co in every 13F filed by EP Wealth Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of LUV by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−7,222−100.0%Sold outHolders
Q4 20257,222$298.5K<0.1%–No prior filingHolders
Q1 20240$00.0%−7,153−100.0%Sold outHolders
Q4 20237,153$206.6K<0.1%−15,383−68.3%ReducedHolders
Q3 202322,536$610.1K<0.1%+20,955+1,325.4%AddedHolders
Q2 20231,581$858.2K<0.1%−133−7.8%ReducedHolders
Q1 20231,714––−4,260−71.3%ReducedHolders
Q4 20225,974$201.1K<0.1%+5,974NewHolders
Q3 20220$00.0%−6,340−100.0%Sold outHolders
Q2 20226,340$229.0K<0.1%−1,514−19.3%ReducedHolders
Q1 20227,854$360.0K<0.1%+7,854NewHolders
Q4 20210$00.0%−3,979−100.0%Sold outHolders
Q3 20213,979$205.0K<0.1%−2,040−33.9%ReducedHolders
Q2 20216,019$320.0K<0.1%+2,418+67.1%AddedHolders
Q1 20213,601$220.0K<0.1%––Holders

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