Position in BA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,932
-$1,266 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $322,434 across 5 Aerospace & Defense names. BA ranks #3 (4.3% of the industry book) .
All Filings in BA
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,932 | 70 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,198 | 70 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,108 | 70 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $26,610 | 127 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,194 | 136 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $27,081 | 153 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $23,262 | 153 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,847 | 153 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $29,527 | 153 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $39,880 | 153 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $38,911 | 203 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $69,260 | 328 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||