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Disclosery

Ellis Investment Partners, LLC: ALK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellis Investment Partners, LLC on ALK, newest first. How the timeline and the estimate are built.

Ellis Investment Partners, LLC held 43,547 ALK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,547 shares
    Change vs previous 13F +2,527 shares

    0.34% of the 13F portfolio, value $2,273,170.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, LLC
    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 41,020 shares
    Change vs previous 13F +111 shares

    0.26% of the 13F portfolio, value $1,508,727.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, LLC
    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 40,909 shares
    Change vs previous 13F +24 shares

    0.36% of the 13F portfolio, value $2,057,739.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, LLC
    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 40,885 shares
    Change vs previous 13F +212 shares

    0.37% of the 13F portfolio, value $2,035,271.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, LLC
    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 40,673 shares
    Change vs previous 13F +699 shares

    0.39% of the 13F portfolio, value $2,012,516.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, LLC
    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 39,974 shares
    Change vs previous 13F -4,366 shares

    0.41% of the 13F portfolio, value $1,967,536.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, LLC
    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 44,340 shares
    Change vs previous 13F -588 shares

    0.57% of the 13F portfolio, value $2,871,036.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, LLC
    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 44,928 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,031,209.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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