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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

BA holding history

Boeing Co in every 13F filed by CWS Financial 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)
1,520
Value
$329.0K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of BA by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,520$329.0K0.1%+88+6.1%AddedHolders
Q1 20261,432$285.0K0.1%00.0%UnchangedHolders
Q4 20251,432$310.9K0.1%00.0%UnchangedHolders
Q3 20251,432$309.1K0.1%00.0%UnchangedHolders
Q2 20251,432$300.0K0.1%−500−25.9%ReducedHolders
Q1 20251,932$329.5K0.1%+530+37.8%AddedHolders
Q4 20241,402$248.2K0.1%00.0%UnchangedHolders
Q3 20241,402$213.2K0.1%00.0%UnchangedHolders
Q2 20241,402$255.2K0.1%00.0%UnchangedHolders
Q1 20241,402$270.6K0.1%−411−22.7%ReducedHolders
Q4 20231,813$472.6K0.2%−500−21.6%ReducedHolders
Q3 20232,313$443.4K0.2%00.0%UnchangedHolders
Q2 20232,313$488.4K0.2%−200−8.0%ReducedHolders
Q1 20232,513$533.8K0.2%+552+28.1%AddedHolders
Q4 20221,961$500.0K0.2%−339−14.7%ReducedHolders
Q3 20222,300$278.0K0.1%+57+2.5%AddedHolders
Q2 20222,243$307.0K0.1%+69+3.2%AddedHolders
Q1 20222,174$416.0K0.2%+50+2.4%AddedHolders
Q4 20212,124$428.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20211,961$470.0K0.2%00.0%UnchangedHolders
Q1 20211,961$500.0K0.2%––Holders

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