Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$316,046
+$28,448 QoQ
Shares Held
1,460
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,872
of 2,609 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026CAPITAL FINANCIAL GROUP INC\CO\ /ADV holds $4,622,222 across 6 Aerospace & Defense names. BA ranks #5 (6.8% of the industry book) .
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,046 | 1,460 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $287,598 | 1,445 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $309,396 | 1,425 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||