Position in BA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,115,253
+$29,545 QoQ
Shares Held
5,152
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,099
of 2,609 holders
Holding Since
Sep 2021
18 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, 2026Independent Wealth Network Inc. holds $2,808,712 across 6 Aerospace & Defense names. BA ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
5,152 | $1,115,253 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
2,150 | $474,720 | |
| 3 | SPCX |
Space Exploration Technologies Corp
|
2,381 | $406,817 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
1,651 | $321,367 | |
| 5 | RTX |
RTX Corp
|
1,382 | $262,206 | |
| 6 | GE |
General Electric Co
|
611 | $228,349 |
All Filings in BA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115,253 | 5,152 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,085,708 | 5,455 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,136,188 | 5,233 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,095,984 | 5,078 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,073,631 | 5,124 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $829,043 | 4,861 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $832,077 | 4,701 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $528,339 | 3,475 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $615,557 | 3,382 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $581,671 | 3,014 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $423,833 | 1,626 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $249,950 | 1,304 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $332,999 | 1,577 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $335,851 | 1,581 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $308,212 | 1,618 | Shares | Sole | 2023-01-25 | |
| 2022-03-31 | $227,693 | 1,189 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $223,867 | 1,112 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $244,573 | 1,112 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||