Edge Wealth Management LLC

Position in BA — Boeing Co

CIK 1567163 NEW YORK, NY

Position in BA

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$596,374

-$141,032 QoQ

Shares Held

2,755

-25.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,448

of 2,612 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Edge Wealth Management LLC holds $18,562,580 across 3 Aerospace & Defense names. BA ranks #2 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	50,085	$17,742,110
2	BA	Boeing Co This page	2,755	$596,374
3	NOC	Northrop Grumman Corp /De/	440	$224,096

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,374	2,755	-25.6%	Shares	Sole	2026-07-09
2026-03-31	$737,406	3,705	+15.6%	Shares	Sole	2026-04-21
2025-12-31	$695,869	3,205	+49.8%	Shares	Sole	2026-01-12
2025-09-30	$461,876	2,140	-12.3%	Shares	Sole	2025-10-14
2025-06-30	$511,253	2,440	+2.1%	Shares	Sole	2025-07-14
2025-03-31	$407,614	2,390	0.0%	Shares	Sole	2025-04-11
2024-12-31	$423,030	2,390	-17.5%	Shares	Sole	2025-01-15
2024-09-30	$440,459	2,897	+11.5%	Shares	Sole	2024-10-15
2024-06-30	$473,043	2,599	-42.2%	Shares	Sole	2024-07-12
2024-03-31	$868,262	4,499	-15.9%	Shares	Sole	2024-04-16
2023-12-31	$1,394,270	5,349	-13.0%	Shares	Sole	2024-01-11
2023-09-30	$1,178,640	6,149	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,298,422	6,149	+8.9%	Shares	Sole	2023-07-14
2023-03-31	$1,200,017	5,649	-2.2%	Shares	Sole	2023-04-18
2022-12-31	$1,100,270	5,776	0.0%	Shares	Sole	2023-01-25
2022-09-30	$699,358	5,776	+13.5%	Shares	Sole	2022-10-19
2022-06-30	$696,041	5,091	-12.7%	Shares	Sole	2022-07-22
2022-03-31	$1,116,828	5,832	+11.8%	Shares	Sole	2022-04-14
2021-09-30	$1,147,426	5,217	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,249,784	5,217	0.0%	Shares	Sole	2021-07-23
2021-03-31	$1,328,874	5,217	+55.4%	Shares	Sole	2021-04-09
2020-12-31	$718,813	3,358	+230.8%	Shares	Sole	2021-01-19
2020-09-30	$167,738	1,015	-60.1%	Shares	Sole	2020-10-21
2020-06-30	$465,948	2,542	+6.0%	Shares	Sole	2020-08-03
2020-03-31	$357,488	2,397	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.