Position in BA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,186,472
+$70,113 QoQ
Shares Held
5,481
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.14%
of 13F equity value
Holder Rank
#1,074
of 2,609 holders
Holding Since
Dec 2023
11 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, 2026HRC WEALTH MANAGEMENT, LLC holds $1,186,472 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
|
5,481 | $1,186,472 |
All Filings in BA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,472 | 5,481 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,116,359 | 5,609 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,217,826 | 5,609 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,210,590 | 5,609 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,175,253 | 5,609 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $956,614 | 5,609 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $988,368 | 5,584 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $833,787 | 5,484 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $984,492 | 5,409 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,043,882 | 5,409 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,394,270 | 5,349 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||