Ullmann Wealth Partners Group, LLC

Position in BA — Boeing Co

CIK 1697725 JACKSONVILLE BEACH, FL

Position in BA

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$298,295

+$34,382 QoQ

Shares Held

1,378

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,930

of 2,613 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $1,876,093 across 5 Aerospace & Defense names. BA ranks #4 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,666	$622,634
2	RTX	RTX Corp	1,941	$368,265
3	RKLB	Rocket Lab Corp	3,158	$321,010
4	BA	Boeing Co This page	1,378	$298,295
5	LHX	L3harris Technologies, Inc. /De/	915	$265,889

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,295	1,378	+3.9%	Shares	Sole	2026-08-10
2026-03-31	$263,913	1,326	-18.8%	Shares	Sole	2026-04-13
2025-12-31	$354,774	1,634	-0.1%	Shares	Sole	2026-02-12
2025-09-30	$353,097	1,636	+0.4%	Shares	Sole	2025-10-17
2025-06-30	$341,533	1,630	+1.7%	Shares	Sole	2025-07-11
2025-03-31	$273,391	1,603	0.0%	Shares	Sole	2025-04-11
2024-12-31	$283,731	1,603	-0.7%	Shares	Sole	2025-01-15
2024-09-30	$245,392	1,614	+28.6%	Shares	Sole	2024-10-15
2024-06-30	$228,422	1,255	-1.4%	Shares	Sole	2024-08-08
2024-03-31	$245,676	1,273	+0.2%	Shares	Sole	2024-05-10
2023-12-31	$331,038	1,270	-0.2%	Shares	Sole	2024-01-11
2023-09-30	$244,008	1,273	+26.5%	Shares	Sole	2023-10-13
2023-06-30	$212,426	1,006	+0.5%	Shares	Sole	2023-07-14
2023-03-31	$212,642	1,001	+18.7%	Shares	Sole	2023-04-11
2021-06-30	$201,949	843	+0.4%	Shares	Sole	2021-07-09
2021-03-31	$213,964	840	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.