Goldstone Financial Group, LLC

Position in BA — Boeing Co

CIK 2040021 OAKBROOK TERRACE, IL

Position in BA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,220,674

+$262,345 QoQ

Shares Held

5,639

+17.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,065

of 2,613 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $4,273,063 across 5 Aerospace & Defense names. BA ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp	3,764	$1,333,359
2	BA	Boeing Co This page	5,639	$1,220,674
3	LMT	Lockheed Martin Corp	1,926	$981,219
4	RTX	RTX Corp	2,646	$502,025
5	SPCX	Space Exploration Technologies Corp	1,380	$235,786

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,220,674	5,639	+17.1%	Shares	Sole	2026-08-11
2026-03-31	$958,329	4,815	-10.2%	Shares	Sole	2026-04-24
2025-12-31	$1,163,546	5,359	+2.8%	Shares	Sole	2026-02-13
2025-09-30	$1,125,553	5,215	+34.8%	Shares	Sole	2025-10-17
2025-06-30	$810,462	3,868	+137.3%	Shares	Sole	2025-07-08
2025-03-31	$277,996	1,630	+42.5%	Shares	Sole	2025-04-16
2024-06-30	$208,219	1,144	+3.2%	Shares	Sole	2025-01-15
2024-03-31	$214,025	1,109	-29.2%	Shares	Sole	2025-01-15
2023-12-31	$408,454	1,567	+43.5%	Shares	Sole	2025-01-15
2023-09-30	$209,314	1,092	+3.5%	Shares	Sole	2025-01-15
2023-06-30	$222,773	1,055	+6.1%	Shares	Sole	2025-01-15
2023-03-31	$211,155	994	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.