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Benchmark Financial Wealth Advisors, LLC

SEC CIK
0001757706
Latest filing
Jul 17, 2026

BA holding history

Boeing Co in every 13F filed by Benchmark Financial Wealth Advisors, 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)
1,285
Value
$278.1K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of BA by Benchmark Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,285$278.1K0.1%+40+3.2%AddedHolders
Q1 20261,245$247.7K0.1%+100+8.7%AddedHolders
Q4 20251,145$248.6K0.1%−3−0.3%ReducedHolders
Q3 20251,148$247.7K0.1%+14+1.2%AddedHolders
Q2 20251,134$237.6K0.1%+1,134NewHolders
Q3 20240$00.0%−1,764−100.0%Sold outHolders
Q2 20241,764$321.0K0.1%00.0%UnchangedHolders
Q1 20241,764$340.4K0.1%−21−1.2%ReducedHolders
Q4 20231,785$465.2K0.2%+47+2.7%AddedHolders
Q3 20231,738$333.1K0.2%+1+0.1%AddedHolders
Q2 20231,737$366.7K0.2%00.0%UnchangedHolders
Q1 20231,737$368.9K0.2%00.0%UnchangedHolders
Q4 20221,737$330.8K0.2%−36−2.0%ReducedHolders
Q3 20221,773$215.0K0.1%+26+1.5%AddedHolders
Q2 20221,747$239.0K0.1%+200+12.9%AddedHolders
Q1 20221,547$296.0K0.1%−363−19.0%ReducedHolders
Q4 20211,910$384.0K0.2%−12−0.6%ReducedHolders
Q3 20211,922$423.0K0.2%−245−11.3%ReducedHolders
Q2 20212,167$519.0K0.2%−100−4.4%ReducedHolders
Q1 20212,267$577.0K0.3%––Holders

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