Position in BA
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$546,803
+$44,054 QoQ
Shares Held
2,526
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,497
of 2,613 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Yoffe Investment Management, LLC holds $2,365,499 across 3 Aerospace & Defense names. BA ranks #2 (23.1% of the industry book) .
All Filings in BA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,803 | 2,526 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $502,749 | 2,526 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $548,445 | 2,526 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $545,186 | 2,526 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $529,272 | 2,526 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $430,809 | 2,526 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $447,102 | 2,526 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||