Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$21,647
+$1,744 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,513
of 2,613 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $293,415 across 9 Aerospace & Defense names. BA ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
336 | $119,024 | |
| 2 | LMT |
Lockheed Martin Corp
|
100 | $50,946 | |
| 3 | RKLB |
Rocket Lab Corp
|
500 | $50,825 | |
| 4 | RTX |
RTX Corp
|
200 | $37,946 | |
| 5 | BA |
Boeing Co
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|
100 | $21,647 | |
| 6 | RCAT |
Red Cat Holdings, Inc.
|
1,000 | $10,650 | |
| 7 | GE |
General Electric Co
|
4 | $1,494 | |
| 8 | TXT |
Textron Inc
|
5 | $458 |
All Filings in BA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,647 | 100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $19,903 | 100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,712 | 100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $21,583 | 100 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $20,953 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,055 | 100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $35,400 | 200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,204 | 100 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||