Position in BA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,624,265
+$170,425 QoQ
Shares Held
12,123
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#792
of 2,609 holders
Holding Since
Dec 2020
23 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,854,275 across 5 Aerospace & Defense names. BA ranks #1 (44.8% of the industry book) .
All Filings in BA
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,624,265 | 12,123 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,453,840 | 12,329 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,690,551 | 12,392 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,605,068 | 12,070 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,508,283 | 11,971 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,108,509 | 12,363 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,928,061 | 10,893 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,710,906 | 11,253 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,576,206 | 8,660 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,990,112 | 10,312 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,203,098 | 8,452 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,072,827 | 10,814 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $6,574,255 | 31,134 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,266,047 | 29,497 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,039,603 | 26,456 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,633,974 | 21,754 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,073,192 | 22,478 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,343,398 | 17,459 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,086,839 | 15,333 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,382,610 | 10,833 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,152,925 | 8,987 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,086,920 | 8,193 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $268,003 | 1,252 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||