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PlanVest Financial, Inc

Position in ALK — Alaska Air Group, Inc.

CIK 2135239 GAITHERSBURG, MD

Position in ALK

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$678
+$200 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#466
of 486 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALK Over Time

Shares Held

Position Value (USD)

Position in Airlines

Industrials · as of Jun 30, 2026

PlanVest Financial, Inc holds $7,702 across 2 Airlines names. ALK ranks #2 (8.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ALK
Alaska Air Group, Inc.
This page
13 $678

All Filings in ALK

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $678 13
2026-03-31 $478 13