WFA of San Diego, LLC

Position in BA — Boeing Co

CIK 1821407 SAN DIEGO, CA

Position in BA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$269,505

-$22,870 QoQ

Shares Held

1,245

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,013

of 2,613 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

WFA of San Diego, LLC holds $1,186,644 across 4 Aerospace & Defense names. BA ranks #3 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GE	General Electric Co	1,013	$378,588
2	RTX	RTX Corp	1,555	$295,030
3	BA	Boeing Co This page	1,245	$269,505
4	LMT	Lockheed Martin Corp	478	$243,521

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,505	1,245	-15.2%	Shares	Sole	2026-08-14
2026-03-31	$292,375	1,469	0.0%	Shares	Sole	2026-05-11
2025-12-31	$318,949	1,469	-13.3%	Shares	Sole	2026-02-17
2025-09-30	$365,616	1,694	0.0%	Shares	Sole	2026-02-17
2025-06-30	$354,943	1,694	+26.5%	Shares	Sole	2025-08-15
2024-09-30	$203,581	1,339	0.0%	Shares	Sole	2024-11-13
2024-06-30	$243,711	1,339	+2.8%	Shares	Sole	2024-08-14
2023-09-30	$249,567	1,302	-1.4%	Shares	Sole	2023-11-02
2023-06-30	$278,731	1,320	-37.7%	Shares	Sole	2023-08-10
2023-03-31	$450,351	2,120	-0.9%	Shares	Sole	2023-04-17
2022-12-31	$407,648	2,140	0.0%	Shares	Sole	2023-01-31
2022-09-30	$259,111	2,140	+114.4%	Shares	Sole	2022-10-18
2022-06-30	$136,446	998	-4.8%	Shares	Sole	2022-07-28
2022-03-31	$200,692	1,048	-55.0%	Shares	Sole	2022-04-25
2021-12-31	$469,075	2,330	+105.1%	Shares	Sole	2022-02-07
2021-09-30	$249,851	1,136	-3.5%	Shares	Sole	2021-10-25
2021-06-30	$281,962	1,177	+8.4%	Shares	Sole	2021-08-11
2021-03-31	$276,625	1,086	+0.9%	Shares	Sole	2021-05-14
2020-12-31	$230,328	1,076	-74.7%	Shares	Sole	2021-02-11
2020-06-30	$780,124	4,256	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.