Position in ALK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,640
+$11,457 QoQ
Shares Held
223
+4360.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#399
of 485 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALK Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Valued Wealth Advisors LLC holds $46,566 across 6 Airlines names. ALK ranks #2 (25.0% of the industry book) .
All Filings in ALK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,640 | 223 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $183 | 5 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $150 | 3 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $149 | 3 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $148 | 3 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $147 | 3 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $194 | 3 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $135 | 3 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $202 | 5 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $214 | 5 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||