SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in BA — Boeing Co
CIK 1794153
MINNEAPOLIS, MN
Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$856,788
+$62,659 QoQ
Shares Held
3,958
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,243
of 2,613 holders
Holding Since
Mar 2020
26 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,415,254 across 3 Aerospace & Defense names. BA ranks #2 (35.5% of the industry book) .
All Filings in BA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,788 | 3,958 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $794,129 | 3,990 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $866,308 | 3,990 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $861,161 | 3,990 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $851,948 | 4,066 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $686,634 | 4,026 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $625,518 | 3,534 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $591,435 | 3,890 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $723,307 | 3,974 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $766,942 | 3,974 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,038,469 | 3,984 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $759,819 | 3,964 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $829,647 | 3,929 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $834,637 | 3,929 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $746,720 | 3,920 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $478,144 | 3,949 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $538,266 | 3,937 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $752,212 | 3,928 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $846,147 | 4,203 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,004,685 | 4,568 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,115,391 | 4,656 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,185,976 | 4,656 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $991,311 | 4,631 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $729,127 | 4,412 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $734,849 | 4,009 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $649,952 | 4,358 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||