Heritage Family Offices, LLP

Family Office

Position in BA — Boeing Co

CIK 2019316 SCOTTSDALE, AZ

Position in BA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,051,178

+$146,985 QoQ

Shares Held

4,856

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,131

of 2,613 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Family Offices, LLP holds $3,595,353 across 5 Aerospace & Defense names. BA ranks #2 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	8,009	$1,519,547
2	BA	Boeing Co This page	4,856	$1,051,178
3	GE	General Electric Co	1,531	$572,180
4	HWM	Howmet Aerospace Inc.	862	$231,757
5	GD	General Dynamics Corp	623	$220,691

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,051,178	4,856	+6.9%	Shares	Sole	2026-07-29
2026-03-31	$904,193	4,543	-13.7%	Shares	Sole	2026-04-08
2025-12-31	$1,143,571	5,267	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.