WealthPLAN Partners, LLC

Position in BA — Boeing Co

CIK 1639943 OMAHA, NE

Position in BA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$349,599

+$17,418 QoQ

Shares Held

1,615

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,810

of 2,613 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $2,283,833 across 4 Aerospace & Defense names. BA ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	2,188	$817,721
2	LMT	Lockheed Martin Corp	1,535	$782,020
3	BA	Boeing Co This page	1,615	$349,599
4	RTX	RTX Corp	1,763	$334,493

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,599	1,615	-3.2%	Shares	Sole	2026-07-28
2026-03-31	$332,181	1,669	-3.7%	Shares	Sole	2026-04-29
2025-12-31	$376,486	1,734	-55.1%	Shares	Sole	2026-02-12
2025-09-30	$833,319	3,861	+160.7%	Shares	Sole	2025-10-27
2025-06-30	$310,313	1,481	-16.9%	Shares	Sole	2025-07-28
2025-03-31	$304,090	1,783	-10.9%	Shares	Sole	2025-05-12
2024-12-31	$354,354	2,002	-17.5%	Shares	Sole	2025-01-30
2024-09-30	$368,849	2,426	-17.2%	Shares	Sole	2024-11-05
2024-06-30	$533,289	2,930	-15.7%	Shares	Sole	2024-08-09
2024-03-31	$670,447	3,474	-26.1%	Shares	Sole	2024-05-07
2023-12-31	$1,226,144	4,704	-2.5%	Shares	Sole	2024-01-05
2023-09-30	$924,664	4,824	+8.4%	Shares	Sole	2023-11-02
2023-06-30	$939,662	4,450	-1.2%	Shares	Other	2023-07-31
2023-03-31	$956,784	4,504	-48.9%	Shares	Other	2023-05-10
2022-12-31	$1,679,550	8,817	-1.6%	Shares	Sole	2023-02-16
2022-03-31	$1,715,840	8,960	-14.8%	Shares	Sole	2022-05-03
2021-12-31	$2,116,678	10,514	+1.0%	Shares	Sole	2022-02-01
2021-09-30	$2,288,695	10,406	+12.1%	Shares	Sole	2021-12-09
2021-06-30	$2,223,116	9,280	+1.0%	Shares	Sole	2021-08-19
2021-03-31	$2,340,876	9,190	-2.4%	Shares	Sole	2021-05-11
2020-12-31	$2,016,016	9,418	-8.3%	Shares	Other	2021-02-09
2020-09-30	$1,697,384	10,271	-1.0%	Shares	Other	2020-12-18
2020-06-30	$1,901,187	10,372	-2.0%	Shares	Other	2020-08-19
2020-03-31	$1,578,795	10,586	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.