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CAPTRUST FINANCIAL ADVISORS: ALK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ALK, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 27,554 ALK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,554 shares
    Change vs previous 13F +2,464 shares

    <0.01% of the 13F portfolio, value $1,438,319.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,090 shares
    Change vs previous 13F +5,617 shares

    <0.01% of the 13F portfolio, value $922,674.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,473 shares
    Change vs previous 13F -1,806 shares

    <0.01% of the 13F portfolio, value $979,492.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,279 shares
    Change vs previous 13F +2,088 shares

    <0.01% of the 13F portfolio, value $1,059,269.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,191 shares
    Change vs previous 13F +7,164 shares

    <0.01% of the 13F portfolio, value $949,571.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,027 shares
    Change vs previous 13F +814 shares

    <0.01% of the 13F portfolio, value $591,958.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,213 shares
    Change vs previous 13F +2,479 shares

    <0.01% of the 13F portfolio, value $726,042.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $394,864.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).