Evanson Asset Management, LLC

Position in BA — Boeing Co

CIK 1626379 CARMEL, CA

Back to BA Full portfolio

Position in BA

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$475,482

-$43,217 QoQ

Shares Held

2,389

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BA Over Time

Shares Held

Position Value (USD)

Derivatives in BA

reported options exposure · as of Dec 31, 2022

CallValue

CallShares

PutValue

$50,750

PutShares

10,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Aerospace & Defense

Industrials · as of Mar 31, 2026

Evanson Asset Management, LLC holds $972,270 across 3 Aerospace & Defense names. BA ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	2,389	$475,482
2	GD	General Dynamics Corp	857	$294,139
3	BWXT	BWX Technologies, Inc.	991	$202,649

All Filings in BA

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$475,482	2,389	0.0%	Shares	Sole	2026-04-08
2025-12-31	$518,699	2,389	-1.2%	Shares	Sole	2026-01-12
2025-09-30	$522,092	2,419	-26.5%	Shares	Sole	2025-10-14
2025-06-30	$689,144	3,289	-8.1%	Shares	Sole	2025-07-15
2025-03-31	$610,398	3,579	-8.0%	Shares	Sole	2025-04-22
2024-12-31	$688,353	3,889	0.0%	Shares	Sole	2025-01-16
2024-09-30	$591,283	3,889	-13.2%	Shares	Sole	2024-10-07
2024-06-30	$815,040	4,478	+2.3%	Shares	Sole	2024-07-12
2024-03-31	$844,910	4,378	+2.3%	Shares	Sole	2024-04-12
2023-12-31	$1,115,103	4,278	0.0%	Shares	Sole	2024-01-18
2023-09-30	$820,007	4,278	-8.7%	Shares	Sole	2023-10-19
2023-06-30	$989,918	4,688	+7.1%	Shares	Sole	2023-07-11
2023-03-31	$930,018	4,378	+2.3%	Shares	Sole	2023-04-13
2022-12-31	$814,916	4,278	-4.7%	Shares	Sole	2023-01-26
2022-12-31	$50,750	10,000	+100.0%	Put	Sole	2023-01-26
2022-09-30	$543,285	4,487	0.0%	Shares	Sole	2022-10-12
2022-06-30	$613,462	4,487	-0.0%	Shares	Sole	2022-07-13
2022-03-31	$859,643	4,489	+2.3%	Shares	Sole	2022-04-11
2021-12-31	$883,593	4,389	-1.7%	Shares	Sole	2022-01-19
2021-09-30	$982,471	4,467	-2.1%	Shares	Sole	2021-10-13
2021-06-30	$2,000	5,000	0.0%	Put	Sole	2021-07-14
2021-06-30	$1,093,591	4,565	+0.6%	Shares	Sole	2021-07-14
2021-03-31	$1,156,428	4,540	+21.3%	Shares	Sole	2021-04-23
2020-12-31	$15,000	5,000	—	Put	Sole	2021-01-22
2020-12-31	$801,440	3,744	+0.8%	Shares	Sole	2021-01-22
2020-09-30	$613,775	3,714	-14.3%	Shares	Sole	2020-10-13
2020-06-30	$794,605	4,335	-21.1%	Shares	Sole	2020-07-13
2020-03-31	$819,076	5,492	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.