Gradient Investments LLC

SEC CIK: 0001542265
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

LUV holding history

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

LUV overview All 13F holders of LUV Full Q2 2026 holdings

Shares (Q2 2026): 539,612
Value: $27.7M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of LUV by Gradient Investments LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	539,612	$27.7M	0.4%	+87,146+19.3%	Added	Holders
Q1 2026	452,466	$17.0M	0.3%	−50,870−10.1%	Reduced	Holders
Q4 2025	503,336	$20.8M	0.3%	−74,752−12.9%	Reduced	Holders
Q3 2025	578,088	$18.4M	0.3%	+29,665+5.4%	Added	Holders
Q2 2025	548,423	$17.8M	0.3%	+23,381+4.5%	Added	Holders
Q1 2025	525,042	$17.6M	0.4%	+47,632+10.0%	Added	Holders
Q4 2024	477,410	$16.1M	0.3%	−18,275−3.7%	Reduced	Holders
Q3 2024	495,685	$14.7M	0.3%	+88,510+21.7%	Added	Holders
Q2 2024	407,175	$11.6M	0.3%	+68,922+20.4%	Added	Holders
Q1 2024	338,253	$9.87M	0.2%	−40,175−10.6%	Reduced	Holders
Q4 2023	378,428	$10.9M	0.3%	+103,834+37.8%	Added	Holders
Q3 2023	274,594	$7.43M	0.2%	+16,599+6.4%	Added	Holders
Q2 2023	257,995	$9.34M	0.2%	−6,463−2.4%	Reduced	Holders
Q1 2023	264,458	$8.61M	0.2%	+27,701+11.7%	Added	Holders
Q4 2022	236,757	$7.97M	0.3%	−98,728−29.4%	Reduced	Holders
Q3 2022	335,485	$10.3M	0.3%	−36,889−9.9%	Reduced	Holders
Q2 2022	372,374	$13.4M	0.4%	+112,418+43.2%	Added	Holders
Q1 2022	259,956	$11.9M	0.3%	−10,426−3.9%	Reduced	Holders
Q4 2021	270,382	$11.6M	0.3%	+43,259+19.0%	Added	Holders
Q3 2021	227,123	$11.7M	0.3%	+64,486+39.7%	Added	Holders
Q2 2021	162,637	$8.63M	0.3%	+15,767+10.7%	Added	Holders
Q1 2021	146,870	$8.97M	0.3%	–	–	Holders

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