OXFORD FINANCIAL GROUP, LTD. LLC

Position in BA — Boeing Co

CIK 1245862 INDIANAPOLIS, IN

Position in BA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,294,923

+$102,734 QoQ

Shares Held

5,982

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,049

of 2,613 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $4,821,697 across 6 Aerospace & Defense names. BA ranks #2 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	3,593	$1,342,811
2	BA	Boeing Co This page	5,982	$1,294,923
3	RTX	RTX Corp	4,468	$847,713
4	LMT	Lockheed Martin Corp	1,131	$576,199
5	GD	General Dynamics Corp	1,426	$505,146
6	HONA	Honeywell Aerospace Inc.	1,153	$254,905

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,294,923	5,982	-0.1%	Shares	Sole	2026-08-11
2026-03-31	$1,192,189	5,990	-2.3%	Shares	Sole	2026-05-06
2025-12-31	$1,330,945	6,130	+11.7%	Shares	Sole	2026-02-13
2025-09-30	$1,184,475	5,488	+2.4%	Shares	Sole	2025-11-13
2025-06-30	$1,122,661	5,358	+13.9%	Shares	Sole	2025-08-14
2025-03-31	$802,096	4,703	+17.6%	Shares	Sole	2025-05-15
2024-12-31	$707,823	3,999	-1.8%	Shares	Sole	2025-02-11
2024-09-30	$619,258	4,073	-2.5%	Shares	Sole	2024-11-12
2024-06-30	$760,437	4,178	+3.2%	Shares	Sole	2024-08-14
2024-03-31	$781,223	4,048	-31.4%	Shares	Sole	2024-05-13
2023-12-31	$1,538,936	5,904	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$1,175,381	6,132	-1.3%	Shares	Sole	2023-11-13
2023-06-30	$1,311,514	6,211	+56.0%	Shares	Sole	2023-08-10
2023-03-31	$845,896	3,982	+54.7%	Shares	Sole	2023-05-12
2022-12-31	$490,321	2,574	+3.8%	Shares	Sole	2023-02-14
2022-09-30	$300,278	2,480	-3.6%	Shares	Sole	2022-11-02
2022-06-30	$351,643	2,572	+45.5%	Shares	Sole	2022-08-11
2022-03-31	$338,572	1,768	-10.5%	Shares	Sole	2022-05-13
2021-12-31	$397,607	1,975	0.0%	Shares	Sole	2022-02-10
2021-09-30	$434,381	1,975	+11.7%	Shares	Sole	2021-11-12
2021-06-30	$423,542	1,768	+8.7%	Shares	Sole	2021-08-03
2021-03-31	$414,174	1,626	-5.2%	Shares	Sole	2021-05-10
2020-12-31	$367,112	1,715	0.0%	Shares	Sole	2021-02-10
2020-09-30	$283,420	1,715	+4.3%	Shares	Sole	2020-11-12
2020-06-30	$301,345	1,644	-5.1%	Shares	Sole	2020-08-05
2020-03-31	$258,310	1,732	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.