Position in BA
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$270,371
+$196,730 QoQ
Shares Held
1,249
+237.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,007
of 2,609 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,160,850 across 23 Aerospace & Defense names. BA ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
1,868 | $354,415 | |
| 2 | BA |
Boeing Co
This page
|
1,249 | $270,371 | |
| 3 | GE |
General Electric Co
|
264 | $98,664 | |
| 4 | LMT |
Lockheed Martin Corp
|
193 | $98,325 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
236 | $63,450 | |
| 6 | GD |
General Dynamics Corp
|
146 | $51,719 | |
| 7 | CW |
Curtiss Wright Corp
|
54 | $40,919 | |
| 8 | WWD |
Woodward, Inc.
|
91 | $38,715 |
All Filings in BA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,371 | 1,249 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $73,641 | 370 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $72,735 | 335 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $63,454 | 294 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $50,915 | 243 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $41,443 | 243 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $43,011 | 243 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $36,945 | 243 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $44,228 | 243 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $46,896 | 243 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $63,340 | 243 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $46,578 | 243 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $51,311 | 243 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $51,620 | 243 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||