West Financial Advisors, LLC

Position in BA — Boeing Co

CIK 1843684 DES MOINES, IA

Position in BA

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$93,731

+$7,552 QoQ

Shares Held

433

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,346

of 2,609 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

West Financial Advisors, LLC holds $124,595 across 5 Aerospace & Defense names. BA ranks #1 (75.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co This page	433	$93,731
2	RTX	RTX Corp	142	$26,941
3	RDW	Redwire Corp	140	$1,712
4	LUNR	Intuitive Machines, Inc.	72	$1,540
5	BYRN	Byrna Technologies Inc.	100	$671

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$93,731	433	0.0%	Shares	Sole	2026-07-08
2026-03-31	$86,179	433	0.0%	Shares	Sole	2026-04-08
2025-12-31	$94,012	433	-31.6%	Shares	Sole	2026-01-13
2025-09-30	$136,620	633	0.0%	Shares	Sole	2025-10-14
2025-06-30	$132,632	633	0.0%	Shares	Sole	2025-07-21
2025-03-31	$107,958	633	0.0%	Shares	Sole	2025-04-09
2024-12-31	$112,041	633	+46.2%	Shares	Sole	2025-01-14
2024-09-30	$65,833	433	0.0%	Shares	Sole	2024-10-08
2024-06-30	$78,810	433	0.0%	Shares	Sole	2024-07-15
2024-03-31	$83,564	433	0.0%	Shares	Sole	2024-04-11
2023-12-31	$112,865	433	-4.4%	Shares	Sole	2024-01-11
2023-09-30	$86,831	453	0.0%	Shares	Sole	2023-10-10
2023-06-30	$95,655	453	+4.6%	Shares	Sole	2023-07-07
2023-03-31	$91,982	433	0.0%	Shares	Sole	2023-04-18
2022-12-31	$82,482	433	0.0%	Shares	Other	2023-01-10
2022-09-30	$52,427	433	+116.5%	Shares	Sole	2022-10-11
2022-06-30	$27,344	200	0.0%	Shares	Other	2022-07-14
2022-03-31	$38,300	200	0.0%	Shares	Sole	2022-04-18
2021-12-31	$40,264	200	0.0%	Shares	Other	2022-01-19
2021-09-30	$43,988	200	—	Shares	Sole	2021-10-13
No filing history on record for this holder in this stock.