Position in BA
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$399,170
+$92,266 QoQ
Shares Held
1,844
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,698
of 2,613 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fermata Advisors, LLC holds $1,352,066 across 4 Aerospace & Defense names. BA ranks #2 (29.5% of the industry book) .
All Filings in BA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,170 | 1,844 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $306,904 | 1,542 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $251,859 | 1,160 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $243,240 | 1,127 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $236,140 | 1,127 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $332,549 | 1,512 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $345,205 | 1,441 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||