Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$207,594
-$39,999 QoQ
Shares Held
959
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,230
of 2,613 holders
Holding Since
Dec 2023
5 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, 2026Whelan Financial holds $598,889 across 2 Aerospace & Defense names. BA ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,047 | $391,295 | |
| 2 | BA |
Boeing Co
This page
|
959 | $207,594 |
All Filings in BA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,594 | 959 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $247,593 | 1,244 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $266,406 | 1,227 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $476,552 | 2,208 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $206,703 | 793 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||