Position in BA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$634,257
+$21,643 QoQ
Shares Held
2,930
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,409
of 2,613 holders
Holding Since
Jun 2025
5 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, 2026Aspen Wealth Strategies, LLC holds $1,418,138 across 3 Aerospace & Defense names. BA ranks #1 (44.7% of the industry book) .
All Filings in BA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,257 | 2,930 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $612,614 | 3,078 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $658,307 | 3,032 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $653,101 | 3,026 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $634,037 | 3,026 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||