Position in BA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$413,890
+$4,287 QoQ
Shares Held
1,912
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,672
of 2,609 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, 2026AGH Wealth Advisors, LLC holds $2,631,324 across 4 Aerospace & Defense names. BA ranks #4 (15.7% 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 | $413,890 | 1,912 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $409,603 | 2,058 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $494,381 | 2,277 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $553,387 | 2,564 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $553,997 | 2,644 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $403,350 | 2,365 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $428,340 | 2,420 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||