Position in BA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,012,271
+$281,255 QoQ
Shares Held
18,535
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#644
of 2,609 holders
Holding Since
Dec 2020
19 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, 2024CallValue
$0
CallShares
0
PutValue
$750
PutShares
200
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 Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $63,781,340 across 19 Aerospace & Defense names. BA ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
61,973 | $10,588,706 | |
| 2 | RTX |
RTX Corp
|
53,023 | $10,060,053 | |
| 3 | GE |
General Electric Co
|
23,393 | $8,742,665 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
23,668 | $6,363,378 | |
| 5 | GD |
General Dynamics Corp
|
12,347 | $4,373,801 | |
| 6 | BA |
Boeing Co
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|
18,535 | $4,012,271 | |
| 7 | FTAI |
FTAI Aviation Ltd.
|
12,917 | $3,494,436 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
13,754 | $3,040,734 |
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,012,271 | 18,535 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,731,016 | 18,746 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,570,483 | 11,839 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,024,701 | 9,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $943,932 | 4,505 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $947,916 | 5,558 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $687,645 | 3,885 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $750 | 200 | Put | Sole | 2026-02-03 | |
| 2024-09-30 | $494,130 | 3,250 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $561,864 | 3,087 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $757,292 | 3,924 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $1,019,180 | 3,910 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $564,497 | 2,945 | Shares | Sole | 2023-10-11 | |
| 2022-06-30 | $221,759 | 1,622 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $315,209 | 1,646 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $312,851 | 1,554 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $353,223 | 1,606 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $644,655 | 2,691 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $466,137 | 1,830 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $395,582 | 1,848 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||