Position in BA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,755,278
+$912,396 QoQ
Shares Held
58,924
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
37.31%
of 13F equity value
Holder Rank
#360
of 2,609 holders
Holding Since
Dec 2025
3 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, 2026Welch Financial Planning, LLC holds $12,755,278 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
|
58,924 | $12,755,278 |
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,755,278 | 58,924 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,842,882 | 59,503 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,957,287 | 59,678 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||