Position in BA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,592
+$18,417 QoQ
Shares Held
1,056
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,138
of 2,609 holders
Holding Since
Dec 2021
12 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, 2026Investments & Financial Planning, LLC holds $228,592 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,056 | $228,592 |
All Filings in BA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,592 | 1,056 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $210,175 | 1,056 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $258,589 | 1,191 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $257,053 | 1,191 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $249,550 | 1,191 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $203,125 | 1,191 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $210,807 | 1,191 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $207,673 | 1,141 | Shares | Sole | 2024-07-18 | |
| 2023-03-31 | $223,263 | 1,051 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $200,204 | 1,051 | Shares | Sole | 2023-03-01 | |
| 2022-03-31 | $223,289 | 1,166 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $234,739 | 1,166 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||