Position in BA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,319,601
+$106,514 QoQ
Shares Held
6,096
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,038
of 2,609 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026EPG Wealth Management LLC holds $6,831,997 across 6 Aerospace & Defense names. BA ranks #2 (19.3% 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 | $1,319,601 | 6,096 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,213,087 | 6,095 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,364,382 | 6,284 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,332,102 | 6,172 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,254,456 | 5,987 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,523,010 | 8,930 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,764,336 | 9,968 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,553,848 | 10,220 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,330,749 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,591,855 | 13,430 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,504,052 | 13,443 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,450,628 | 12,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,703,692 | 12,804 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,836,577 | 13,353 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,522,087 | 13,240 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,634,095 | 13,496 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,833,141 | 13,408 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,692,298 | 14,059 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,710,975 | 13,466 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,862,519 | 13,015 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,031,871 | 12,656 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,055,111 | 11,994 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,597,189 | 12,133 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,039,473 | 12,341 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,250,924 | 12,280 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,433,980 | 9,615 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||