Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,577,291
+$193,708 QoQ
Shares Held
11,906
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#800
of 2,613 holders
Holding Since
Dec 2021
19 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, 2026WEALTH EFFECTS LLC holds $6,458,873 across 6 Aerospace & Defense names. BA ranks #1 (39.9% of the industry book) .
All Filings in BA
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,577,291 | 11,906 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,383,583 | 11,976 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,465,831 | 11,357 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,227,149 | 10,319 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,142,444 | 10,225 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,640,008 | 9,616 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,673,712 | 9,456 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,698,590 | 11,172 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,001,381 | 10,996 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,010,762 | 10,419 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,505,985 | 9,614 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,580,976 | 8,248 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,674,498 | 7,930 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,633,161 | 7,688 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,442,961 | 7,575 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $962,343 | 7,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,248,390 | 9,131 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,734,224 | 9,056 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,754,705 | 8,716 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||