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Plan Group Financial, LLC

SEC CIK
0001940033
Latest filing
Aug 3, 2026

BA holding history

Boeing Co in every 13F filed by Plan Group Financial, 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)
1,770
Value
$383.2K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of BA by Plan Group Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,770$383.2K0.1%+88+5.2%AddedHolders
Q1 20261,682$334.8K0.1%+60+3.7%AddedHolders
Q4 20251,622$352.2K0.1%−4−0.2%ReducedHolders
Q3 20251,626$351.0K0.1%−9−0.6%ReducedHolders
Q2 20251,635$342.6K0.1%+161+10.9%AddedHolders
Q1 20251,474$251.4K0.1%+1,474NewHolders