Position in BA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$899,865
+$31,100 QoQ
Shares Held
4,157
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#1,210
of 2,613 holders
Holding Since
Dec 2025
3 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, 2026Koenig Investment Advisory, LLC holds $899,865 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
|
4,157 | $899,865 |
All Filings in BA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $899,865 | 4,157 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $868,765 | 4,365 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $947,728 | 4,365 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||