Position in BA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,488,322
+$294,614 QoQ
Shares Held
11,495
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#807
of 2,609 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$802,408
PutShares
3,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026LJI Wealth Management, LLC holds $3,537,586 across 4 Aerospace & Defense names. BA ranks #1 (70.3% of the industry book) .
All Filings in BA
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,488,322 | 11,495 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,193,708 | 11,022 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,404,604 | 11,075 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,366,575 | 10,965 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,308,392 | 11,017 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,890,035 | 11,082 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,587,867 | 8,971 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,496,833 | 9,845 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,518,873 | 8,345 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,396,282 | 7,235 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,669,266 | 6,404 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,184,582 | 6,180 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $1,300,745 | 6,160 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $802,408 | 3,800 | Put | Sole | 2024-02-02 | |
| 2023-03-31 | $501,334 | 2,360 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $487,654 | 2,560 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||