Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,236,568
+$180,191 QoQ
Shares Held
10,332
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#847
of 2,613 holders
Holding Since
Dec 2021
17 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, 2026Horizon Wealth Management, LLC holds $5,717,401 across 3 Aerospace & Defense names. BA ranks #2 (39.1% of the industry book) .
All Filings in BA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,236,568 | 10,332 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,056,377 | 10,332 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,243,283 | 10,332 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $303,672 | 1,407 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $698,153 | 3,332 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $920,458 | 5,397 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $765,348 | 4,324 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $505,380 | 3,324 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $428,087 | 2,352 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $213,253 | 1,105 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,859,027 | 7,132 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,126,695 | 5,878 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,244,788 | 5,895 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,263,746 | 5,949 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $3,958,044 | 28,950 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,469,801 | 23,341 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,599,759 | 22,848 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||