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Livermore
Livermore
ZHEN

Sax Wealth Advisors, LLC

SEC CIK
0001846150
Latest filing
Jul 9, 2026

BA holding history

Boeing Co in every 13F filed by Sax 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)
2,322
Value
$462.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BA by Sax Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,322$462.1K<0.1%+434+23.0%AddedHolders
Q1 20261,888$409.9K<0.1%−57−2.9%ReducedHolders
Q4 20251,945$422.3K<0.1%+51+2.7%AddedHolders
Q3 20251,894$408.7K<0.1%+599+46.3%AddedHolders
Q2 20251,295$271.4K<0.1%−103−7.4%ReducedHolders
Q1 20251,398$238.4K<0.1%−1,240−47.0%ReducedHolders
Q4 20242,638$466.9K<0.1%+2,638NewHolders
Q3 20240$00.0%−2,791−100.0%Sold outHolders
Q2 20242,791$508.0K<0.1%+2,791NewHolders
Q1 20240$00.0%−2,514−100.0%Sold outHolders
Q4 20232,514$655.3K0.1%00.0%UnchangedHolders
Q3 20232,514$481.9K0.1%00.0%UnchangedHolders
Q2 20232,514$530.9K0.1%00.0%UnchangedHolders
Q1 20232,514$534.0K0.1%−2−0.1%ReducedHolders
Q4 20222,516$479.3K0.1%+13+0.5%AddedHolders
Q3 20222,503$303.0K0.1%−196−7.3%ReducedHolders
Q2 20222,699$369.0K0.1%−12−0.4%ReducedHolders
Q1 20222,711$519.0K0.1%−44−1.6%ReducedHolders
Q4 20212,755$555.0K0.1%−36−1.3%ReducedHolders
Q3 20212,791$614.0K0.1%00.0%UnchangedHolders
Q2 20212,791$669.0K0.2%−5−0.2%ReducedHolders
Q1 20212,796$712.0K0.3%––Holders

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