Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$238,333
+$19,201 QoQ
Shares Held
1,101
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,110
of 2,612 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Lee Financial Co holds $1,782,165 across 2 Aerospace & Defense names. BA ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
8,137 | $1,543,832 | |
| 2 | BA |
Boeing Co
This page
|
1,101 | $238,333 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,333 | 1,101 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $219,132 | 1,101 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $217,337 | 1,001 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $307,557 | 1,425 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $256,883 | 1,226 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $221,958 | 1,254 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $206,034 | 1,132 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $214,025 | 1,109 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $289,071 | 1,109 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $234,040 | 1,221 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $257,825 | 1,221 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $302,924 | 1,426 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $397,552 | 2,087 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $303,547 | 2,507 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $298,185 | 2,181 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $416,512 | 2,175 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $363,382 | 1,805 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $403,149 | 1,833 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $428,812 | 1,790 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $379,532 | 1,490 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $297,543 | 1,390 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $229,711 | 1,390 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $254,787 | 1,390 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $147,648 | 990 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||