Skip to main content
Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

BA holding history

Boeing Co in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
499
Value
$108.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BA by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026499$108.0K0.1%00.0%UnchangedHolders
Q1 2026499$99.3K0.1%00.0%UnchangedHolders
Q4 2025499$108.3K0.1%00.0%UnchangedHolders
Q3 2025499$107.7K0.1%00.0%UnchangedHolders
Q2 2025499$104.6K0.1%00.0%UnchangedHolders
Q1 2025499$85.1K0.1%00.0%UnchangedHolders
Q4 2024499$88.3K0.1%00.0%UnchangedHolders
Q3 2024499$75.9K0.1%00.0%UnchangedHolders
Q2 2024499$90.8K0.1%00.0%UnchangedHolders
Q1 2024499$96.3K0.1%00.0%UnchangedHolders
Q4 2023499$130.1K0.1%00.0%UnchangedHolders
Q3 2023499$95.6K0.1%00.0%UnchangedHolders
Q2 2023499$105.4K0.1%00.0%UnchangedHolders
Q1 2023499$106.0K0.2%00.0%UnchangedHolders
Q4 2022499$95.1K0.2%00.0%UnchangedHolders
Q3 2022499$60.0K0.1%00.0%UnchangedHolders
Q2 2022499$68.0K0.1%00.0%UnchangedHolders
Q1 2022499$96.0K0.1%00.0%UnchangedHolders
Q4 2021499$100.0K0.1%00.0%UnchangedHolders
Q3 2021499$110.0K0.2%00.0%UnchangedHolders
Q2 2021499$120.0K0.2%00.0%UnchangedHolders
Q1 2021499$127.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.