Position in ALK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$35,267
-$9,496 QoQ
Shares Held
959
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $2,516,137 across 15 Airlines names. ALK ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
16,447 | $1,093,390 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
6,590 | $606,734 | |
| 3 | CPA |
Copa Holdings, S.A.
|
2,338 | $265,617 | |
| 4 | RYAAY |
Ryanair Holdings PLC
|
3,443 | $199,000 | |
| 5 | LUV |
Southwest Airlines Co
|
5,131 | $192,768 | |
| 6 | ALK |
Alaska Air Group, Inc.
This page
|
959 | $35,267 | |
| 7 | SKYW |
Skywest Inc
|
346 | $31,768 | |
| 8 | AAL |
American Airlines Group Inc.
|
2,884 | $30,971 |
All Filings in ALK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,267 | 959 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $44,763 | 890 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $141,073 | 2,834 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $112,614 | 2,276 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $37,996 | 772 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $61,834 | 955 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,717 | 591 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $21,209 | 525 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,748 | 599 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $21,683 | 555 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,876 | 617 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $38,926 | 732 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $22,405 | 534 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,801 | 368 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,883 | 278 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $67,363 | 1,682 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,977 | 172 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $5,157 | 99 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||