Position in ALK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$248,785
+$34,010 QoQ
Shares Held
4,766
+43.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 485 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in ALK Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $12,503,950 across 5 Airlines names. ALK ranks #5 (2.0% of the industry book) .
All Filings in ALK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,785 | 4,766 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $214,775 | 3,317 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||