Avantax Planning Partners, Inc.

Position in BA — Boeing Co

CIK 1005441 DUBUQUE, IA

Position in BA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$849,211

-$17,564 QoQ

Shares Held

3,923

-9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,245

of 2,609 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. BA ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	16,786	$8,551,795
2	SPCE	Virgin Galactic Holdings, Inc	867,718	$2,507,705
3	GE	General Electric Co	6,498	$2,428,497
4	RTX	RTX Corp	9,364	$1,776,631
5	HWM	Howmet Aerospace Inc.	3,182	$855,512
6	BA	Boeing Co This page	3,923	$849,211
7	GD	General Dynamics Corp	2,180	$772,243
8	SPCX	Space Exploration Technologies Corp	3,490	$596,301

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$849,211	3,923	-9.9%	Shares	Sole	2026-07-28
2026-03-31	$866,775	4,355	+4.3%	Shares	Sole	2026-05-04
2025-12-31	$906,258	4,174	-2.2%	Shares	Sole	2026-02-05
2025-09-30	$921,594	4,270	+2.5%	Shares	Sole	2025-10-31
2025-06-30	$872,692	4,165	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$718,015	4,210	-2.9%	Shares	Sole	2025-04-29
2024-12-31	$767,472	4,336	+1.0%	Shares	Sole	2025-02-07
2024-09-30	$652,707	4,293	-40.5%	Shares	Sole	2024-11-14
2024-06-30	$1,313,384	7,216	-3.4%	Shares	Sole	2024-08-09
2024-03-31	$1,441,635	7,470	+6.2%	Shares	Sole	2024-05-03
2023-12-31	$1,834,003	7,036	-2.7%	Shares	Sole	2024-02-09
2023-09-30	$1,386,038	7,231	-7.7%	Shares	Sole	2023-11-06
2023-06-30	$1,654,649	7,836	-7.8%	Shares	Sole	2023-07-18
2023-03-31	$1,804,592	8,495	-9.2%	Shares	Sole	2023-04-21
2022-12-31	$1,782,033	9,355	+1.9%	Shares	Sole	2023-02-10
2022-09-30	$1,111,151	9,177	-8.8%	Shares	Sole	2022-10-14
2022-06-30	$1,375,676	10,062	+7.3%	Shares	Sole	2022-07-18
2022-03-31	$1,795,312	9,375	-12.6%	Shares	Sole	2022-05-09
2021-12-31	$2,158,351	10,721	+0.8%	Shares	Sole	2022-01-28
2021-09-30	$2,340,381	10,641	+1.7%	Shares	Sole	2021-10-27
2021-06-30	$2,505,318	10,458	-4.2%	Shares	Sole	2021-08-10
2021-03-31	$2,780,523	10,916	-8.0%	Shares	Sole	2021-05-06
2020-12-31	$2,539,607	11,864	-7.5%	Shares	Sole	2021-02-04
2020-09-30	$2,119,624	12,826	+2.0%	Shares	Sole	2020-10-28
2020-06-30	$2,305,547	12,578	+4.4%	Shares	Sole	2020-07-15
2020-03-31	$1,796,689	12,047	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.