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Aviso Wealth Management

SEC CIK
0002011802
Latest filing
Aug 4, 2026

BA holding history

Boeing Co in every 13F filed by Aviso Wealth Management, 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)
13,319
Value
$2.88M
% of portfolio
1.1%
Quarters held
11
Since Q4 2023
Holdings of BA by Aviso Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,319$2.88M1.1%−312−2.3%ReducedHolders
Q1 202613,631$2.71M1.2%+59+0.4%AddedHolders
Q4 202513,572$2.95M1.2%+5,632+70.9%AddedHolders
Q3 20257,940$1.71M0.7%+3,846+93.9%AddedHolders
Q2 20254,094$857.8K0.4%−20.0%ReducedHolders
Q1 20254,096$698.6K0.4%−188−4.4%ReducedHolders
Q4 20244,284$758.2K0.4%−832−16.3%ReducedHolders
Q3 20245,116$777.8K0.4%−1,572−23.5%ReducedHolders
Q2 20246,688$1.22M0.7%−3,143−32.0%ReducedHolders
Q1 20249,831$1.90M1.2%+242+2.5%AddedHolders
Q4 20239,589$2.50M1.8%–No prior filingHolders