LifeSteps Financial, Inc.

Position in ALK — Alaska Air Group, Inc.

CIK 1801373 CLAREMONT, CA

Position in ALK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$57,942

-$7,445 QoQ

Shares Held

1,110

-27.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#353

of 486 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $141,832 across 5 Airlines names. ALK ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALK	Alaska Air Group, Inc. This page	1,110	$57,942
2	LUV	Southwest Airlines Co	1,078	$55,430
3	UAL	United Airlines Holdings, Inc.	120	$16,318
4	DAL	Delta Air Lines, Inc.	120	$11,239
5	AAL	American Airlines Group Inc.	50	$903

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,942	1,110	-27.0%	Shares	Sole	2026-07-17
2024-03-31	$65,387	1,521	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.