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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

BA holding history

Boeing Co in every 13F filed by Morris Retirement 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of BA by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,578−100.0%Sold outHolders
Q3 20241,578$239.9K0.1%+1,578NewHolders
Q1 20240$00.0%−1,537−100.0%Sold outHolders
Q4 20231,537$400.7K0.3%−1,513−49.6%ReducedHolders
Q3 20233,050$584.6K0.4%−2−0.1%ReducedHolders
Q2 20233,052$644.5K0.4%−34−1.1%ReducedHolders
Q1 20233,086$655.6K0.5%−1,296−29.6%ReducedHolders
Q4 20224,382$834.8K0.7%−240−5.2%ReducedHolders
Q3 20224,622$610.0K0.5%+651+16.4%AddedHolders
Q2 20223,971$543.0K0.5%−155−3.8%ReducedHolders
Q1 20224,126$790.0K0.6%+284+7.4%AddedHolders
Q4 20213,842$774.0K0.6%+470+13.9%AddedHolders
Q3 20213,372$742.0K0.6%+532+18.7%AddedHolders
Q2 20212,840$680.0K0.6%−348−10.9%ReducedHolders
Q1 20213,188$812.0K0.8%––Holders

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