Position in BA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$659,367
+$180,184 QoQ
Shares Held
3,046
+38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,390
of 2,613 holders
Holding Since
Sep 2023
8 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, 2026Worth Financial Advisory Group, LLC holds $1,667,781 across 2 Aerospace & Defense names. BA ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
5,315 | $1,008,414 | |
| 2 | BA |
Boeing Co
This page
|
3,046 | $659,367 |
All Filings in BA
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,367 | 3,046 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $479,183 | 2,207 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $395,400 | 1,832 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $340,276 | 1,624 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $246,785 | 1,447 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $292,379 | 1,515 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $455,894 | 1,749 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $240,175 | 1,253 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||