Position in BA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$257,815
New position
Shares Held
1,191
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,047
of 2,613 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Flatrock Wealth Partners LLC holds $2,954,861 across 7 Aerospace & Defense names. BA ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESLT |
Elbit Systems Ltd
|
1,264 | $959,022 | |
| 2 | GE |
General Electric Co
|
1,394 | $520,979 | |
| 3 | PL |
Planet Labs PBC
|
11,135 | $368,902 | |
| 4 | LMT |
Lockheed Martin Corp
|
627 | $319,431 | |
| 5 | GD |
General Dynamics Corp
|
800 | $283,392 | |
| 6 | BA |
Boeing Co
This page
|
1,191 | $257,815 | |
| 7 | RTX |
RTX Corp
|
1,293 | $245,320 |
All Filings in BA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,815 | 1,191 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||