Position in BA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$340,723
+$27,450 QoQ
Shares Held
1,574
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,826
of 2,613 holders
Holding Since
Jun 2025
5 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, 2026Compass Wealth Management, LLC/GA holds $340,723 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
|
1,574 | $340,723 |
All Filings in BA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,723 | 1,574 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $313,273 | 1,574 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $341,746 | 1,574 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $339,716 | 1,574 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $329,800 | 1,574 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||