WMG Financial Advisors, LLC

Position in BA — Boeing Co

CIK 1906711 Knoxville, TN

Position in BA

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$398,304

+$21,343 QoQ

Shares Held

1,840

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,701

of 2,613 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 7% None 93%

Industrials · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $1,279,428 across 2 Aerospace & Defense names. BA ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPCX	Space Exploration Technologies Corp	5,157	$881,124
2	BA	Boeing Co This page	1,840	$398,304

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$398,304	1,840	-2.9%	Shares	Sole	2026-07-23
2026-03-31	$376,961	1,894	-27.5%	Shares	Defined	2026-04-23
2025-12-31	$567,551	2,614	+4.0%	Shares	Sole	2026-01-28
2025-09-30	$542,380	2,513	+6.6%	Shares	Sole	2025-10-23
2025-06-30	$494,070	2,358	-9.3%	Shares	Defined	2025-07-24
2025-03-31	$443,259	2,599	-2.8%	Shares	Defined	2025-05-06
2024-12-31	$473,475	2,675	+9.6%	Shares	Defined	2025-02-06
2024-09-30	$370,976	2,440	-2.0%	Shares	Sole	2024-10-31
2024-06-30	$453,022	2,489	-4.2%	Shares	Defined	2024-07-30
2024-03-31	$501,194	2,597	+2.6%	Shares	Sole	2024-05-07
2023-12-31	$659,469	2,530	-28.3%	Shares	Sole	2024-02-08
2023-09-30	$676,630	3,530	-1.4%	Shares	Sole	2023-11-14
2023-06-30	$755,952	3,580	+0.8%	Shares	Sole	2023-08-03
2023-03-31	$754,126	3,550	-12.3%	Shares	Sole	2023-04-18
2022-12-31	$771,484	4,050	0.0%	Shares	Sole	2023-02-10
2022-09-30	$490,374	4,050	+1.9%	Shares	Sole	2022-10-18
2022-06-30	$543,462	3,975	-0.2%	Shares	Sole	2022-08-08
2022-03-31	$762,744	3,983	0.0%	Shares	Sole	2022-08-04
2021-12-31	$801,857	3,983	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.