Position in BA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,869,800
+$373,388 QoQ
Shares Held
27,116
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.46%
of 13F equity value
Holder Rank
#534
of 2,613 holders
Holding Since
Jun 2020
25 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, 2026Lipe & Dalton holds $8,123,794 across 3 Aerospace & Defense names. BA ranks #1 (72.3% of the industry book) .
All Filings in BA
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,869,800 | 27,116 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,496,412 | 27,616 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,133,857 | 28,251 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,101,729 | 28,271 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $5,952,956 | 28,411 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,992,169 | 29,271 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,248,227 | 29,651 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,797,774 | 31,556 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,784,459 | 31,781 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,550,273 | 33,941 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,271,002 | 31,731 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,126,284 | 31,961 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,791,116 | 32,161 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,974,289 | 32,831 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,503,138 | 34,139 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,168,663 | 34,429 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,062,604 | 37,029 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $161,434 | 843 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $190,650 | 947 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $208,283 | 947 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $226,863 | 947 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $241,219 | 947 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $202,714 | 947 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $156,501 | 947 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $173,585 | 947 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||