Position in BA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$530,784
+$102,870 QoQ
Shares Held
2,452
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.59%
of 13F equity value
Holder Rank
#1,517
of 2,613 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $530,784 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
2,452 | $530,784 |
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,784 | 2,452 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $427,914 | 2,150 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $459,425 | 2,116 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||