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Equibles

Wealthspire Retirement, LLC

Pension

Position in BA — Boeing Co

CIK 2040084 ALISO VIEJO, CA
Back to BA Full portfolio

Position in BA

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$464,761
+$49,983 QoQ
Shares Held
2,147
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,595
of 2,609 holders
Holding Since
Jun 2020
22 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, 2026

Wealthspire Retirement, LLC holds $1,484,823 across 4 Aerospace & Defense names. BA ranks #2 (31.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RTX
RTX Corp
 2,669 $506,389
2 BA
Boeing Co
This page 		2,147 $464,761
3 HONA
Honeywell Aerospace Inc.
 1,201 $265,517
4 GE
General Electric Co
 664 $248,156

All Filings in BA

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $464,761 2,147
2026-03-31 $414,778 2,084
2025-12-31 $452,695 2,085
2025-09-30 $455,832 2,112
2025-06-30 $525,082 2,506
2025-03-31 $360,713 2,115
2024-12-31 $389,931 2,203
2024-09-30 $268,502 1,766
2024-06-30 $416,256 2,287
2024-03-31 $442,912 2,295
2023-12-31 $555,466 2,131
2023-09-30 $400,419 2,089
2023-06-30 $439,001 2,079
2023-03-31 $448,439 2,111
2022-12-31 $395,266 2,075
2022-03-31 $277,292 1,448
2021-12-31 $205,346 1,020
2021-09-30 $229,617 1,044
2021-06-30 $269,505 1,125
2021-03-31 $286,560 1,125
2020-12-31 $240,817 1,125
2020-06-30 $204,196 1,114

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