Position in PL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,644,163
+$536,771 QoQ
Shares Held
140,180
-4.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#123
of 475 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in PL Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $29,083,287 across 14 Aerospace & Defense names. PL ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
12,655 | $7,094,519 | |
| 2 | PL |
Planet Labs PBC
This page
|
140,180 | $4,644,163 | |
| 3 | BA |
Boeing Co
|
15,325 | $3,317,402 | |
| 4 | RKLB |
Rocket Lab Corp
|
31,904 | $3,243,041 | |
| 5 | RTX |
RTX Corp
|
14,406 | $2,733,250 | |
| 6 | GE |
General Electric Co
|
6,724 | $2,512,960 | |
| 7 | LMT |
Lockheed Martin Corp
|
4,477 | $2,280,852 | |
| 8 | GD |
General Dynamics Corp
|
3,218 | $1,139,944 |
All Filings in PL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,644,163 | 140,180 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,107,392 | 146,955 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,924,653 | 148,309 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,908,475 | 147,032 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $890,099 | 145,918 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $516,098 | 152,692 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $625,117 | 154,732 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $349,333 | 156,652 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $281,626 | 151,412 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $333,861 | 130,926 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $295,315 | 119,561 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $298,516 | 114,814 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $254,721 | 79,106 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $89,556 | 22,788 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $86,817 | 19,958 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $105,716 | 19,469 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $87,808 | 20,279 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $82,087 | 16,159 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $79,335 | 12,900 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||