Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$806,567
+$113,744 QoQ
Shares Held
3,726
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#1,275
of 2,613 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Financial Plan, Inc. holds $806,567 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
|
3,726 | $806,567 |
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,567 | 3,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $692,823 | 3,481 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $769,473 | 3,544 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||