Position in ALK
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$25,157
-$9,197 QoQ
Shares Held
684
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ALK Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026IFP Advisors, Inc holds $1,719,005 across 14 Airlines names. ALK ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UAL |
United Airlines Holdings, Inc.
|
7,463 | $687,118 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
8,597 | $571,528 | |
| 3 | LUV |
Southwest Airlines Co
|
8,416 | $316,189 | |
| 4 | AAL |
American Airlines Group Inc.
|
7,027 | $75,469 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
449 | $25,952 | |
| 6 | ALK |
Alaska Air Group, Inc.
This page
|
684 | $25,157 | |
| 7 | JBLU |
Jetblue Airways Corp
|
2,889 | $12,769 | |
| 8 | CPA |
Copa Holdings, S.A.
|
21 | $2,385 |
All Filings in ALK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,157 | 684 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,354 | 683 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $35,094 | 705 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $25,581 | 517 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28,892 | 587 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $25,317 | 391 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $18,310 | 405 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $19,351 | 479 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,979 | 488 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $17,854 | 457 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $15,796 | 426 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $26,855 | 505 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,602 | 491 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $922,909 | 21,493 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $875,315 | 22,358 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $870,847 | 21,744 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,261,369 | 21,744 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $63,978 | 1,228 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $110,519 | 1,886 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $125,082 | 2,074 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $149,493 | 2,160 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $119,184 | 2,292 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $27,875 | 761 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,721 | 406 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $6,718 | 236 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||