Position in BA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$556,327
+$56,563 QoQ
Shares Held
2,570
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,487
of 2,609 holders
Holding Since
Jun 2022
13 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, 2026Financial Synergies Wealth Advisors, Inc. holds $1,144,743 across 3 Aerospace & Defense names. BA ranks #1 (48.6% of the industry book) .
All Filings in BA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,327 | 2,570 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $499,764 | 2,511 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $530,207 | 2,442 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $508,495 | 2,356 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $567,407 | 2,708 | Shares | Sole | 2025-07-29 | |
| 2024-03-31 | $16,597 | 86 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $32,843 | 126 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $25,685 | 134 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $28,295 | 134 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $26,766 | 126 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $24,001 | 126 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $16,345 | 135 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $17,226 | 126 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||