Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,545
+$366 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,567
of 2,606 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IFS Advisors, LLC holds $150,759 across 7 Aerospace & Defense names. BA ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
550 | $93,973 | |
| 2 | GE |
General Electric Co
|
58 | $21,676 | |
| 3 | HEI |
Heico Corp
|
50 | $17,809 | |
| 4 | LMT |
Lockheed Martin Corp
|
13 | $6,622 | |
| 5 | RTX |
RTX Corp
|
32 | $6,071 | |
| 6 | BA |
Boeing Co
This page
|
21 | $4,545 | |
| 7 | SPCE |
Virgin Galactic Holdings, Inc
|
22 | $63 |
All Filings in BA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,545 | 21 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,179 | 21 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $4,559 | 21 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,532 | 21 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,400 | 21 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,581 | 21 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,717 | 21 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,192 | 21 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,822 | 21 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,052 | 21 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $5,473 | 21 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $25,110 | 131 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $27,661 | 131 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,461 | 21 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,000 | 21 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,542 | 21 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,871 | 21 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $4,021 | 21 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,227 | 21 | Shares | Sole | 2022-02-16 | |
| 2020-12-31 | $13,485 | 63 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||