Perennial Advisors, LLC

Position in BA — Boeing Co

CIK 1697360 NEW YORK, NY

Position in BA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$230,757

+$18,592 QoQ

Shares Held

1,066

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,134

of 2,613 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Perennial Advisors, LLC holds $10,309,534 across 5 Aerospace & Defense names. BA ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	24,554	$8,698,008
2	BWXT	BWX Technologies, Inc.	3,194	$621,712
3	TDG	TransDigm Group INC	392	$522,159
4	LMT	Lockheed Martin Corp	465	$236,898
5	BA	Boeing Co This page	1,066	$230,757

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,757	1,066	0.0%	Shares	Sole	2026-07-13
2026-03-31	$212,165	1,066	-0.5%	Shares	Sole	2026-04-13
2025-12-31	$232,535	1,071	0.0%	Shares	Sole	2026-01-12
2025-09-30	$231,153	1,071	0.0%	Shares	Sole	2025-10-14
2025-06-30	$224,406	1,071	-3.9%	Shares	Sole	2025-07-15
2024-06-30	$202,759	1,114	-0.5%	Shares	Sole	2024-07-23
2024-03-31	$216,148	1,120	+0.5%	Shares	Sole	2024-04-10
2023-12-31	$290,375	1,114	0.0%	Shares	Sole	2024-01-25
2023-09-30	$213,531	1,114	-1.9%	Shares	Sole	2023-10-17
2023-06-30	$239,877	1,136	-2.6%	Shares	Sole	2023-08-01
2023-03-31	$247,693	1,166	-5.3%	Shares	Sole	2023-05-12
2022-12-31	$234,493	1,231	-2.1%	Shares	Sole	2023-01-31
2022-03-31	$240,907	1,258	-2.9%	Shares	Sole	2022-04-27
2021-12-31	$260,709	1,295	+0.8%	Shares	Sole	2022-02-08
2021-09-30	$282,622	1,285	0.0%	Shares	Sole	2021-11-08
2021-06-30	$307,834	1,285	0.0%	Shares	Sole	2021-08-13
2021-03-31	$327,315	1,285	+0.3%	Shares	Sole	2021-05-17
2020-12-31	$274,210	1,281	+1.6%	Shares	Sole	2021-02-12
2020-09-30	$208,392	1,261	0.0%	Shares	Sole	2020-11-16
2020-06-30	$231,141	1,261	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.