Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$234,653
+$18,905 QoQ
Shares Held
1,084
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,124
of 2,613 holders
Holding Since
Dec 2020
5 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, 2026Summit Financial Strategies, Inc. holds $886,255 across 3 Aerospace & Defense names. BA ranks #3 (26.5% of the industry book) .
All Filings in BA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,653 | 1,084 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $215,748 | 1,084 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $235,358 | 1,084 | Shares | Sole | 2026-01-27 | |
| 2021-03-31 | $391,759 | 1,538 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $329,224 | 1,538 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||