Position in BA
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$65,373
+$11,038 QoQ
Shares Held
302
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,390
of 2,609 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $1,142,915 across 18 Aerospace & Defense names. BA ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
1,117 | $417,456 | |
| 2 | TDG |
TransDigm Group INC
|
256 | $341,002 | |
| 3 | RKLB |
Rocket Lab Corp
|
822 | $83,556 | |
| 4 | BA |
Boeing Co
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|
302 | $65,373 | |
| 5 | RTX |
RTX Corp
|
328 | $62,231 | |
| 6 | CW |
Curtiss Wright Corp
|
56 | $42,434 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
120 | $32,263 | |
| 8 | GD |
General Dynamics Corp
|
75 | $26,568 |
All Filings in BA
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,373 | 302 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $54,335 | 273 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,108 | 240 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $52,230 | 242 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,287 | 240 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $31,381 | 184 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $31,683 | 179 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $10,186 | 67 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $12,194 | 67 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $12,930 | 67 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $17,464 | 67 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||