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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

BA holding history

Boeing Co in every 13F filed by West 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)
433
Value
$93.7K
% of portfolio
<0.1%
Quarters held
20
Since Q3 2021
Holdings of BA by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026433$93.7K<0.1%00.0%UnchangedHolders
Q1 2026433$86.2K<0.1%00.0%UnchangedHolders
Q4 2025433$94.0K<0.1%−200−31.6%ReducedHolders
Q3 2025633$136.6K<0.1%00.0%UnchangedHolders
Q2 2025633$132.6K<0.1%00.0%UnchangedHolders
Q1 2025633$108.0K<0.1%00.0%UnchangedHolders
Q4 2024633$112.0K<0.1%+200+46.2%AddedHolders
Q3 2024433$65.8K<0.1%00.0%UnchangedHolders
Q2 2024433$78.8K<0.1%00.0%UnchangedHolders
Q1 2024433$83.6K<0.1%00.0%UnchangedHolders
Q4 2023433$112.9K<0.1%−20−4.4%ReducedHolders
Q3 2023453$86.8K<0.1%00.0%UnchangedHolders
Q2 2023453$95.7K<0.1%+20+4.6%AddedHolders
Q1 2023433$92.0K<0.1%00.0%UnchangedHolders
Q4 2022433$82.5K<0.1%00.0%UnchangedHolders
Q3 2022433$52.0K<0.1%+233+116.5%AddedHolders
Q2 2022200$27.0K<0.1%00.0%UnchangedHolders
Q1 2022200$38.0K<0.1%00.0%UnchangedHolders
Q4 2021200$40.0K<0.1%00.0%UnchangedHolders
Q3 2021200$44.0K<0.1%+200NewHolders