Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,470
-$7,597 QoQ
Shares Held
1,000
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,199
of 2,613 holders
Holding Since
Dec 2020
22 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, 2026Wealth Dimensions Group, Ltd. holds $5,144,635 across 7 Aerospace & Defense names. BA ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
8,654 | $3,234,259 | |
| 2 | LMT |
Lockheed Martin Corp
|
936 | $476,854 | |
| 3 | RTX |
RTX Corp
|
2,175 | $412,662 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
2,006 | $342,745 | |
| 5 | GD |
General Dynamics Corp
|
738 | $261,429 | |
| 6 | BA |
Boeing Co
This page
|
1,000 | $216,470 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
689 | $200,216 |
All Filings in BA
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,470 | 1,000 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $224,067 | 1,032 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $713,749 | 3,307 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $707,373 | 3,376 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $650,136 | 3,812 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $763,224 | 4,312 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $537,005 | 3,532 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $638,309 | 3,507 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $836,997 | 4,337 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $719,942 | 2,762 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $536,512 | 2,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $580,478 | 2,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $589,068 | 2,773 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $528,228 | 2,773 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $316,260 | 2,612 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $357,112 | 2,612 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $385,489 | 2,013 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $301,778 | 1,499 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $329,250 | 1,497 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $380,181 | 1,587 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $424,363 | 1,666 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $320,233 | 1,496 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||