Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$988,185
+$505,538 QoQ
Shares Held
4,565
+88.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,161
of 2,613 holders
Holding Since
Mar 2024
5 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, 2026Wealth Group, Ltd. holds $8,470,946 across 5 Aerospace & Defense names. BA ranks #3 (11.7% of the industry book) .
All Filings in BA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,185 | 4,565 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $482,647 | 2,425 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $222,548 | 1,025 | Shares | Sole | 2026-01-22 | |
| 2024-06-30 | $955,734 | 5,251 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,028,057 | 5,327 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||