ENCOMPASS WEALTH ADVISORS, LLC

Position in BA — Boeing Co

CIK 1849614 PORTLAND, OR

Position in BA

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$349,599

+$28,166 QoQ

Shares Held

1,615

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,809

of 2,613 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ENCOMPASS WEALTH ADVISORS, LLC holds $1,204,474 across 3 Aerospace & Defense names. BA ranks #3 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKLB	Rocket Lab Corp	4,601	$467,691
2	GE	General Electric Co	1,036	$387,184
3	BA	Boeing Co This page	1,615	$349,599

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,599	1,615	0.0%	Shares	Sole	2026-07-21
2026-03-31	$321,433	1,615	-55.3%	Shares	Sole	2026-04-21
2025-12-31	$784,888	3,615	-28.3%	Shares	Sole	2026-01-22
2025-09-30	$1,088,862	5,045	+0.9%	Shares	Sole	2025-10-22
2025-06-30	$1,047,230	4,998	+0.1%	Shares	Sole	2025-07-16
2025-03-31	$851,897	4,995	+11.8%	Shares	Sole	2025-04-22
2024-12-31	$790,836	4,468	-46.5%	Shares	Sole	2025-01-28
2024-09-30	$1,268,925	8,346	-1.6%	Shares	Sole	2024-11-05
2024-06-30	$1,544,536	8,486	-2.4%	Shares	Sole	2024-08-08
2024-03-31	$1,677,276	8,691	+5.3%	Shares	Sole	2024-05-13
2023-12-31	$2,152,269	8,257	+14.6%	Shares	Sole	2024-02-13
2023-09-30	$1,380,671	7,203	+7.1%	Shares	Sole	2023-11-07
2023-06-30	$1,420,051	6,725	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$1,440,700	6,782	-3.2%	Shares	Sole	2023-05-05
2022-12-31	$1,334,763	7,007	0.0%	Shares	Sole	2023-02-01
2022-09-30	$848,407	7,007	-5.4%	Shares	Sole	2022-10-28
2022-06-30	$1,012,685	7,407	+0.7%	Shares	Sole	2022-08-03
2022-03-31	$1,408,865	7,357	0.0%	Shares	Sole	2022-04-28
2021-12-31	$1,481,111	7,357	-0.3%	Shares	Sole	2022-01-20
2021-09-30	$1,623,597	7,382	-11.7%	Shares	Sole	2021-11-16
2021-06-30	$2,002,002	8,357	+11.5%	Shares	Sole	2021-08-03
2021-03-31	$1,909,635	7,497	+1.9%	Shares	Sole	2021-05-25
2020-12-31	$1,574,839	7,357	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.