Creative Planning

Position in ALK — Alaska Air Group, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in ALK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,048,654

+$191,521 QoQ

Shares Held

164,455

+41.2% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3946368307439725.ToString("F0")% Shared 0.ToString("F0")% None 99.60536316925602.ToString("F0")%

Industrials · as of Mar 31, 2026

Creative Planning holds $91,856,589 across 12 Airlines names. ALK ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	445,632	$29,625,615
2	UAL	United Airlines Holdings, Inc.	208,160	$19,165,291
3	LUV	Southwest Airlines Co	408,404	$15,343,738
4	SKYW	Skywest Inc	85,746	$7,874,055
5	ALK	Alaska Air Group, Inc. This page	164,455	$6,048,654
6	AAL	American Airlines Group Inc.	283,565	$3,045,488
7	SNCY	Sun Country Airlines Holdings, LLC	179,075	$2,958,319
8	ALGT	Allegiant Travel CO	25,506	$2,067,006

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,048,654	164,455	+41.2%	Shares	Sole	2026-05-12
2025-12-31	$5,857,133	116,444	-2.5%	Shares	Sole	2026-02-17
2025-09-30	$5,943,382	119,393	+12.4%	Shares	Defined	2025-11-14
2025-06-30	$5,255,665	106,218	+6.2%	Shares	Defined	2025-08-08
2025-03-31	$4,920,966	99,979	+58.8%	Shares	Sole	2025-05-15
2024-12-31	$4,077,630	62,975	+26.0%	Shares	Defined	2025-02-14
2024-09-30	$2,260,318	49,996	-3.0%	Shares	Defined	2024-10-11
2024-06-30	$2,081,769	51,529	+5.2%	Shares	Defined	2024-08-15
2024-03-31	$2,106,122	48,991	+24.4%	Shares	Defined	2024-05-13
2023-12-31	$1,539,161	39,395	+2.1%	Shares	Defined	2024-02-14
2023-09-30	$1,430,138	38,569	-1.7%	Shares	Defined	2023-11-16
2023-06-30	$2,086,304	39,231	-2.1%	Shares	Sole	2023-07-21
2023-03-31	$1,682,133	40,089	-5.4%	Shares	Sole	2023-05-15
2022-12-31	$1,820,097	42,387	+16.1%	Shares	Sole	2023-02-10
2022-09-30	$1,429,875	36,523	+1.0%	Shares	Sole	2022-11-03
2022-06-30	$1,448,248	36,161	+9.7%	Shares	Sole	2022-08-15
2022-03-31	$1,911,777	32,956	+33.9%	Shares	Sole	2022-05-16
2021-12-31	$1,281,972	24,606	-76.7%	Shares	Sole	2022-02-11
2021-09-30	$6,192,086	105,667	+12.4%	Shares	Sole	2021-11-10
2021-06-30	$5,668,476	93,989	+208.8%	Shares	Sole	2021-08-04
2021-03-31	$2,106,406	30,435	+8.4%	Shares	Sole	2021-04-30
2020-12-31	$1,460,004	28,077	+8.3%	Shares	Sole	2021-01-29
2020-09-30	$949,999	25,935	+18.4%	Shares	Sole	2020-11-05
2020-06-30	$793,948	21,896	+14.2%	Shares	Sole	2020-07-23
2020-03-31	$545,883	19,174	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.