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Disclosery

Plan Group Financial, LLC: ALK position timeline

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

Plan Group Financial, LLC held 6,586 ALK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,586 shares
    Change vs previous 13F -3,151 shares

    0.07% of the 13F portfolio, value $343,764.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 9,737 shares
    Change vs previous 13F -1,576 shares

    0.08% of the 13F portfolio, value $358,109.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 11,313 shares
    Change vs previous 13F -3,938 shares

    0.15% of the 13F portfolio, value $569,019.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 15,251 shares
    Change vs previous 13F +399 shares

    0.2% of the 13F portfolio, value $759,170.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 14,852 shares
    Change vs previous 13F +3,202 shares

    0.24% of the 13F portfolio, value $734,853.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 11,650 shares
    Change vs previous 13F +3,514 shares

    0.2% of the 13F portfolio, value $573,389.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 8,136 shares
    Change vs previous 13F +257 shares

    0.28% of the 13F portfolio, value $526,806.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 7,879 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $356,210.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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