Position in BA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$355,876
+$50,166 QoQ
Shares Held
1,644
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,792
of 2,609 holders
Holding Since
Mar 2024
10 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, 2026Cascade Financial Partners, LLC holds $2,004,091 across 4 Aerospace & Defense names. BA ranks #3 (17.8% of the industry book) .
All Filings in BA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,876 | 1,644 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $305,710 | 1,536 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $332,410 | 1,531 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $421,084 | 1,951 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $414,031 | 1,976 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $352,356 | 2,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $365,682 | 2,066 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $315,787 | 2,077 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $428,087 | 2,352 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $453,912 | 2,352 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||