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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

LUV holding history

Southwest Airlines Co in every 13F filed by True Wealth Design, 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)
220
Value
$11.3K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of LUV by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026220$11.3K<0.1%+77+53.8%AddedHolders
Q1 2026143$5.37K<0.1%00.0%UnchangedHolders
Q4 2025143$5.91K<0.1%−1−0.7%ReducedHolders
Q3 2025144$4.60K<0.1%−8−5.3%ReducedHolders
Q2 2025152$4.93K<0.1%−54−26.2%ReducedHolders
Q1 2025206$6.92K<0.1%+70+51.5%AddedHolders
Q4 2024136$4.57K<0.1%+5+3.8%AddedHolders
Q3 2024131$3.88K<0.1%−1,987−93.8%ReducedHolders
Q2 20242,118$60.6K<0.1%+2,003+1,741.7%AddedHolders
Q1 2024115$3.36K<0.1%+6+5.5%AddedHolders
Q4 2023109$3.15K<0.1%00.0%UnchangedHolders
Q3 2023109$2.95K<0.1%00.0%UnchangedHolders
Q2 2023109$3.95K<0.1%−1,020−90.3%ReducedHolders
Q1 20231,129$36.7K<0.1%00.0%UnchangedHolders
Q4 20221,129$38.0K<0.1%–No prior filingHolders