Institute for Wealth Management, LLC.
Position in ALK — Alaska Air Group, Inc.
CIK 1533954
DENVER, CO
Position in ALK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$491,515
+$145,195 QoQ
Shares Held
9,416
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#239
of 486 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALK Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,246,428 across 8 Airlines names. ALK ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
16,156 | $830,741 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
6,633 | $621,246 | |
| 3 | ALK |
Alaska Air Group, Inc.
This page
|
9,416 | $491,515 | |
| 4 | UAL |
United Airlines Holdings, Inc.
|
1,682 | $228,735 | |
| 5 | AAL |
American Airlines Group Inc.
|
1,951 | $35,254 | |
| 6 | JBLU |
Jetblue Airways Corp
|
2,986 | $17,109 | |
| 7 | RYAAY |
Ryanair Holdings PLC
|
217 | $14,050 | |
| 8 | CPA |
Copa Holdings, S.A.
|
50 | $7,778 |
All Filings in ALK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,515 | 9,416 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $346,320 | 9,416 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $478,654 | 9,516 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $502,180 | 10,088 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $507,565 | 10,258 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $529,557 | 10,759 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $713,674 | 11,022 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $491,749 | 10,877 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $440,481 | 10,903 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $468,719 | 10,903 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $422,073 | 10,803 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $371,319 | 10,014 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $534,459 | 10,050 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $424,886 | 10,126 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $442,754 | 10,311 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $378,502 | 9,668 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $369,461 | 9,225 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $539,202 | 9,295 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $482,706 | 9,265 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $631,180 | 10,771 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $641,939 | 10,644 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $689,954 | 9,969 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $454,948 | 8,749 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $341,318 | 9,318 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $337,798 | 9,316 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $309,839 | 10,883 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||