Regent Peak Wealth Advisors LLC

Position in BA — Boeing Co

CIK 1803329 ATLANTA, GA

Position in BA

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$351,763

+$114,122 QoQ

Shares Held

1,625

+36.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,805

of 2,613 holders

Holding Since

Jun 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $4,794,404 across 8 Aerospace & Defense names. BA ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	4,064	$1,518,838
2	GD	General Dynamics Corp	2,404	$851,592
3	LMT	Lockheed Martin Corp	1,513	$770,812
4	RTX	RTX Corp	3,002	$569,569
5	BA	Boeing Co This page	1,625	$351,763
6	HWM	Howmet Aerospace Inc.	1,027	$276,119
7	NOC	Northrop Grumman Corp /De/	482	$245,487
8	MOG-A	Moog Inc.	496	$210,224

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,763	1,625	+36.1%	Shares	Sole	2026-07-10
2026-03-31	$237,641	1,194	+27.7%	Shares	Sole	2026-04-14
2025-12-31	$203,007	935	-23.8%	Shares	Sole	2026-01-08
2025-09-30	$264,823	1,227	+2.8%	Shares	Sole	2025-10-16
2025-03-31	$203,636	1,194	+8.0%	Shares	Sole	2025-04-14
2024-03-31	$213,446	1,106	+3.9%	Shares	Sole	2024-05-01
2023-12-31	$277,342	1,064	-3.4%	Shares	Sole	2024-01-23
2023-09-30	$211,231	1,102	+2.1%	Shares	Sole	2023-11-03
2023-06-30	$227,841	1,079	+2.0%	Shares	Sole	2023-07-19
2023-03-31	$224,750	1,058	-14.7%	Shares	Sole	2023-04-24
2022-03-31	$237,651	1,241	-3.9%	Shares	Sole	2022-05-03
2021-12-31	$260,105	1,292	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$285,702	1,299	+0.3%	Shares	Sole	2021-11-08
2021-06-30	$310,230	1,295	+1.3%	Shares	Sole	2021-08-16
2021-03-31	$325,532	1,278	+6.9%	Shares	Sole	2021-04-28
2020-12-31	$256,015	1,196	-9.4%	Shares	Sole	2021-02-12
2020-06-30	$241,956	1,320	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.