Position in BA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$572,346
-$133,016 QoQ
Shares Held
2,644
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,471
of 2,613 holders
Holding Since
Dec 2023
6 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, 2026Emergent Wealth Advisors, LLC holds $1,197,290 across 2 Aerospace & Defense names. BA ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
6,148 | $624,944 | |
| 2 | BA |
Boeing Co
This page
|
2,644 | $572,346 |
All Filings in BA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,346 | 2,644 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $705,362 | 3,544 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $693,264 | 3,193 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $348,997 | 1,617 | Shares | Sole | 2025-10-31 | |
| 2024-03-31 | $240,851 | 1,248 | Shares | Sole | 2025-12-17 | |
| 2023-12-31 | $328,431 | 1,260 | Shares | Sole | 2025-12-16 | |
| No filing history on record for this holder in this stock. | ||||||