Position in TDG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$646,039
+$75,831 QoQ
Shares Held
485
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#51
of 143 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $21,519,817 across 15 Aerospace & Defense names. TDG ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
34,930 | $7,561,297 | |
| 2 | RTX |
RTX Corp
|
21,553 | $4,089,250 | |
| 3 | GE |
General Electric Co
|
8,449 | $3,157,644 | |
| 4 | LHX |
L3harris Technologies, Inc. /De/
|
4,307 | $1,251,571 | |
| 5 | LMT |
Lockheed Martin Corp
|
1,844 | $939,444 | |
| 6 | GD |
General Dynamics Corp
|
2,486 | $880,640 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,509 | $768,548 | |
| 8 | TDG |
TransDigm Group INC
This page
|
485 | $646,039 |
All Filings in TDG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,039 | 485 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $570,208 | 492 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $731,417 | 550 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $643,193 | 488 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $831,790 | 547 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $713,478 | 563 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,078,910 | 756 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $972,261 | 761 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $939,710 | 763 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $762,746 | 754 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $643,308 | 763 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $674,204 | 754 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $481,293 | 653 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $373,382 | 593 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $299,147 | 570 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $302,145 | 563 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $390,272 | 599 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $342,954 | 539 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $347,885 | 557 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $404,556 | 625 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $439,176 | 747 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $338,510 | 547 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $252,763 | 532 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $233,844 | 529 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||