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Whelan Financial

SEC CIK
0001894921
Latest filing
Jul 24, 2026

BA holding history

Boeing Co in every 13F filed by Whelan Financial, 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)
959
Value
$207.6K
% of portfolio
0.1%
Quarters held
5
Since Q4 2023
Holdings of BA by Whelan Financial, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026959$207.6K0.1%−285−22.9%ReducedHolders
Q1 20261,244$247.6K0.1%+17+1.4%AddedHolders
Q4 20251,227$266.4K0.1%−981−44.4%ReducedHolders
Q3 20252,208$476.6K0.2%+2,208NewHolders
Q1 20240$00.0%−793−100.0%Sold outHolders
Q4 2023793$206.7K0.1%+793NewHolders