Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$243,312
-$47,868 QoQ
Shares Held
1,124
-23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,093
of 2,613 holders
Holding Since
Dec 2020
21 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, 2026WEALTH ALLIANCE, LLC holds $9,112,238 across 12 Aerospace & Defense names. BA ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
9,596 | $1,820,649 | |
| 2 | GE |
General Electric Co
|
4,022 | $1,503,142 | |
| 3 | LMT |
Lockheed Martin Corp
|
2,050 | $1,044,393 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,965 | $1,000,794 | |
| 5 | GD |
General Dynamics Corp
|
1,980 | $701,395 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
1,163 | $651,989 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
2,528 | $558,890 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,254 | $555,978 |
All Filings in BA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,312 | 1,124 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $291,180 | 1,463 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $255,984 | 1,179 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $317,054 | 1,469 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $250,807 | 1,197 | Shares | Defined | 2025-08-08 | |
| 2024-09-30 | $223,802 | 1,472 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $270,830 | 1,488 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $330,784 | 1,714 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $443,382 | 1,701 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $352,882 | 1,841 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $347,147 | 1,644 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $380,462 | 1,791 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $449,745 | 2,361 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $228,719 | 1,889 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $364,768 | 2,668 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $432,215 | 2,257 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $261,915 | 1,301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $293,839 | 1,336 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $324,364 | 1,354 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $322,730 | 1,267 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $248,736 | 1,162 | Shares | Defined | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||