Position in WWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$243,027
-$67,153 QoQ
Shares Held
679
-33.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WWD Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $22,297,257 across 17 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
21,711 | $4,699,779 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
17,685 | $3,909,799 | |
| 3 | RTX |
RTX Corp
|
17,244 | $3,271,704 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
15,606 | $2,666,441 | |
| 5 | GE |
General Electric Co
|
5,163 | $1,929,567 | |
| 6 | LMT |
Lockheed Martin Corp
|
3,313 | $1,687,840 | |
| 7 | GD |
General Dynamics Corp
|
2,559 | $906,500 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,350 | $756,823 |
All Filings in WWD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,027 | 679 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $310,180 | 1,026 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $256,500 | 1,015 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $209,551 | 855 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||