Position in BA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$70,352
+$5,668 QoQ
Shares Held
325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,385
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, 2026Fourth Dimension Wealth, LLC holds $1,704,272 across 13 Aerospace & Defense names. BA ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
3,127 | $534,279 | |
| 2 | LOAR |
Loar Holdings Inc.
|
5,841 | $470,843 | |
| 3 | GE |
General Electric Co
|
598 | $223,490 | |
| 4 | RTX |
RTX Corp
|
869 | $164,875 | |
| 5 | LMT |
Lockheed Martin Corp
|
245 | $124,817 | |
| 6 | BA |
Boeing Co
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|
325 | $70,352 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
210 | $46,368 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
51 | $28,591 |
All Filings in BA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,352 | 325 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $64,684 | 325 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $70,564 | 325 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $70,144 | 325 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $68,097 | 325 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $81,011 | 475 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $57,525 | 325 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||