Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$259,547
-$57,905 QoQ
Shares Held
1,199
-24.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#2,043
of 2,613 holders
Holding Since
Dec 2024
7 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, 2026Quantum Financial Planning Services, Inc. holds $259,547 across 1 Aerospace & Defense name. BA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
1,199 | $259,547 |
All Filings in BA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,547 | 1,199 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $317,452 | 1,595 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $346,306 | 1,595 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $369,932 | 1,714 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $359,134 | 1,714 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $292,322 | 1,714 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $305,502 | 1,726 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||