Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,763,854
+$273,341 QoQ
Shares Held
22,007
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#598
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Independent Advisor Alliance holds $64,759,421 across 24 Aerospace & Defense names. BA ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
31,369 | $11,723,536 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
49,863 | $8,519,591 | |
| 3 | RTX |
RTX Corp
|
41,366 | $7,848,370 | |
| 4 | LMT |
Lockheed Martin Corp
|
13,840 | $7,050,925 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
27,597 | $5,371,755 | |
| 6 | BA |
Boeing Co
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|
22,007 | $4,763,854 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
9,021 | $4,594,485 | |
| 8 | GD |
General Dynamics Corp
|
9,324 | $3,302,933 |
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,763,854 | 22,007 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,490,513 | 22,562 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,586,442 | 21,124 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,318,110 | 20,007 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,658,184 | 17,459 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,971,150 | 17,421 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,207,063 | 18,119 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,263,570 | 14,888 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,793,852 | 15,350 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,662,950 | 18,980 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,776,378 | 25,997 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,183,410 | 27,042 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,810,067 | 27,515 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $5,483,243 | 25,812 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,066,843 | 26,599 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,531,540 | 29,167 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,160,966 | 23,120 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,166,300 | 32,200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,418,886 | 31,884 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,780,731 | 44,470 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,580,646 | 44,167 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $7,861,168 | 30,862 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,335,747 | 29,598 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,322,056 | 20,102 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,847,086 | 31,899 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,627,813 | 31,030 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||