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Planning Center, Inc.

SEC CIK
0001910966
Latest filing
Jul 29, 2026

BA holding history

Boeing Co in every 13F filed by Planning Center, Inc., 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)
1,005
Value
$217.6K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of BA by Planning Center, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,005$217.6K<0.1%00.0%UnchangedHolders
Q1 20261,005$200.0K<0.1%+1,005NewHolders
Q4 20250$00.0%−998−100.0%Sold outHolders
Q3 2025998$215.4K<0.1%00.0%UnchangedHolders
Q2 2025998$209.1K<0.1%−299−23.1%ReducedHolders
Q1 20251,297$221.2K<0.1%+4+0.3%AddedHolders
Q4 20241,293$228.9K<0.1%+1,293NewHolders
Q3 20240$00.0%−1,295−100.0%Sold outHolders
Q2 20241,295$235.7K<0.1%−56−4.1%ReducedHolders
Q1 20241,351$260.7K0.1%00.0%UnchangedHolders
Q4 20231,351$352.1K0.1%+44+3.4%AddedHolders
Q3 20231,307$250.5K0.1%−65−4.7%ReducedHolders
Q2 20231,372$289.7K0.1%+60+4.6%AddedHolders
Q1 20231,312$280.2K0.1%+100+8.3%AddedHolders
Q4 20221,212$230.9K0.1%+1,212NewHolders
Q2 20220$00.0%−1,200−100.0%Sold outHolders
Q1 20221,200$230.0K0.7%00.0%UnchangedHolders
Q4 20211,200$249.0K0.2%–No prior filingHolders