Position in BA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$217,552
+$17,527 QoQ
Shares Held
1,005
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,190
of 2,613 holders
Holding Since
Dec 2021
15 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, 2026Planning Center, Inc. holds $891,000 across 3 Aerospace & Defense names. BA ranks #3 (24.4% of the industry book) .
All Filings in BA
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,552 | 1,005 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $200,025 | 1,005 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $215,398 | 998 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $209,110 | 998 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $221,203 | 1,297 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $228,861 | 1,293 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $235,702 | 1,295 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $260,729 | 1,351 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $352,151 | 1,351 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $250,525 | 1,307 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $289,711 | 1,372 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $278,708 | 1,312 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $230,873 | 1,212 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $229,800 | 1,200 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $241,584 | 1,200 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||