Dougherty Wealth Advisers LLC

Position in BA — Boeing Co

CIK 1755933 WAYZATA, MN

Position in BA

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$108,018

+$8,703 QoQ

Shares Held

499

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#2,333

of 2,609 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dougherty Wealth Advisers LLC holds $571,630 across 5 Aerospace & Defense names. BA ranks #3 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	462	$235,370
2	GD	General Dynamics Corp	373	$132,131
3	BA	Boeing Co This page	499	$108,018
4	SPCX	Space Exploration Technologies Corp	287	$49,036
5	LHX	L3harris Technologies, Inc. /De/	162	$47,075

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,018	499	0.0%	Shares	Sole	2026-07-22
2026-03-31	$99,315	499	0.0%	Shares	Sole	2026-04-21
2025-12-31	$108,342	499	0.0%	Shares	Sole	2026-01-29
2025-09-30	$107,699	499	0.0%	Shares	Sole	2025-10-14
2025-06-30	$104,555	499	0.0%	Shares	Sole	2025-07-22
2025-03-31	$85,104	499	0.0%	Shares	Sole	2025-04-25
2024-12-31	$88,323	499	0.0%	Shares	Sole	2025-01-24
2024-09-30	$75,867	499	0.0%	Shares	Sole	2024-10-30
2024-06-30	$90,822	499	0.0%	Shares	Sole	2024-07-11
2024-03-31	$96,302	499	0.0%	Shares	Sole	2024-04-26
2023-12-31	$130,069	499	0.0%	Shares	Sole	2024-01-22
2023-09-30	$95,648	499	0.0%	Shares	Sole	2023-10-25
2023-06-30	$105,368	499	0.0%	Shares	Sole	2023-08-03
2023-03-31	$106,002	499	0.0%	Shares	Sole	2023-04-14
2022-12-31	$95,054	499	0.0%	Shares	Sole	2023-01-19
2022-09-30	$60,418	499	0.0%	Shares	Sole	2022-10-13
2022-06-30	$68,223	499	0.0%	Shares	Sole	2022-07-19
2022-03-31	$95,558	499	0.0%	Shares	Sole	2022-04-29
2021-12-31	$100,458	499	0.0%	Shares	Sole	2022-01-27
2021-09-30	$109,750	499	0.0%	Shares	Sole	2021-11-02
2021-06-30	$119,540	499	0.0%	Shares	Sole	2021-08-05
2021-03-31	$127,105	499	0.0%	Shares	Sole	2021-05-06
2020-12-31	$106,815	499	0.0%	Shares	Sole	2021-02-04
2020-09-30	$82,464	499	0.0%	Shares	Sole	2020-11-02
2020-06-30	$91,466	499	0.0%	Shares	Sole	2020-08-11
2020-03-31	$74,420	499	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.