Position in TDG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$776,579
+$54,547 QoQ
Shares Held
583
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 1,139 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDG Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthspire Advisors, LLC holds $52,554,275 across 21 Aerospace & Defense names. TDG ranks #17 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
21,893 | $8,182,070 | |
| 2 | RTX |
RTX Corp
|
34,636 | $6,571,488 | |
| 3 | BA |
Boeing Co
|
22,904 | $4,958,028 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,209 | $4,182,157 | |
| 5 | BYRN |
Byrna Technologies Inc.
|
604,702 | $4,057,550 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
6,643 | $3,724,132 | |
| 7 | ATRO |
Astronics Corp
|
29,434 | $2,391,806 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,663 | $2,374,912 |
All Filings in TDG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,579 | 583 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $722,032 | 623 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $377,677 | 284 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $195,066 | 148 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $276,756 | 182 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $221,326 | 160 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $228,110 | 180 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $205,506 | 144 | Shares | Sole | 2024-11-13 | |
| 2021-03-31 | $322,180 | 548 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $298,285 | 482 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $355,090 | 1,109 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||