Cornerstone Planning, LLC

Position in BA — Boeing Co

CIK 1802105 CHARLOTTE, NC

Position in BA

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

Position Value

$564,770

-$1,243,417 QoQ

Shares Held

2,609

-71.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,478

of 2,609 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cornerstone Planning, LLC holds $3,868,599 across 3 Aerospace & Defense names. BA ranks #2 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	8,734	$3,093,932
2	BA	Boeing Co This page	2,609	$564,770
3	LMT	Lockheed Martin Corp	412	$209,897

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$564,770	2,609	-71.3%	Shares	Sole	2026-07-30
2026-03-31	$1,808,187	9,085	-3.6%	Shares	Sole	2026-05-11
2025-12-31	$2,046,356	9,425	+13.6%	Shares	Sole	2026-03-17
2024-12-31	$1,469,100	8,300	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.