Plan Group Financial, LLC

Position in BA — Boeing Co

CIK 1940033 OKLAHOMA CITY, OK

Position in BA

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$383,151

+$48,383 QoQ

Shares Held

1,770

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,730

of 2,609 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Plan Group Financial, LLC holds $1,321,233 across 4 Aerospace & Defense names. BA ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMT	Lockheed Martin Corp	795	$405,020
2	BA	Boeing Co This page	1,770	$383,151
3	HONA	Honeywell Aerospace Inc.	1,220	$269,717
4	RTX	RTX Corp	1,388	$263,345

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,151	1,770	+5.2%	Shares	Sole	2026-08-03
2026-03-31	$334,768	1,682	+3.7%	Shares	Sole	2026-04-13
2025-12-31	$352,168	1,622	-0.2%	Shares	Sole	2026-02-03
2025-09-30	$350,939	1,626	-0.6%	Shares	Sole	2025-10-27
2025-06-30	$342,581	1,635	+10.9%	Shares	Sole	2025-08-13
2025-03-31	$251,390	1,474	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.