The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
DEL PRIS
SecurityDE:BCO / The Boeing Company
InstitutionWealth Alliance Advisory Group, LLC
Latest Disclosed Ownership7,040 shares
Latest Disclosed Value $ 1,401,229
Wealth Alliance Advisory Group, LLC reports 81.40% increase in ownership of BCO / The Boeing Company

On April 9, 2026 - Wealth Alliance Advisory Group, LLC filed a 13F-HR form disclosing ownership of 7,040 shares of The Boeing Company (DE:BCO) valued at $1,218,202 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,881 shares of The Boeing Company. This represents a change in shares of 81.40% during the quarter. The current value of the position is $1,298,458 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-09 2026-03-31 13F BOEING COM 097023105 7,040 3,159 81.40 1,401 66.39 0.2219
2026-01-29 2025-12-31 13F BOEING COM 097023105 3,881 514 15.27 843 15.98 0.1443
2025-10-14 2025-09-30 13F BOEING COM 097023105 3,367 -30 -0.88 727 2.11 0.1311
2025-07-07 2025-06-30 13F BOEING COM 097023105 3,397 -600 -15.01 712 4.41 0.1355
2025-04-10 2025-03-31 13F BOEING COM 097023105 3,997 -290 -6.76 682 -10.16 0.1413
2025-01-15 2024-12-31 13F BOEING COM 097023105 4,287 354 9.00 759 26.76 0.1604
2024-10-18 2024-09-30 13F BOEING COM 097023105 3,933 135 3.55 598 -13.46 0.1256
2024-07-30 2024-06-30 13F BOEING COM 097023105 3,798 60 1.61 691 -4.16 0.1557
2024-04-15 2024-03-31 13F BOEING COM 097023105 3,738 3 0.08 721 -25.90 0.1674
2024-01-10 2023-12-31 13F BOEING COM 097023105 3,735 -730 -16.35 974 13.80 0.2543
2023-10-10 2023-09-30 13F BOEING COM 097023105 4,465 750 20.19 856 9.06 0.2538
2023-07-13 2023-06-30 13F BOEING COM 097023105 3,715 -125 -3.26 785 -3.80 0.2770
2023-05-02 2023-03-31 13F BOEING COM 097023105 3,840 75 1.99 816 13.67 0.3052
2023-01-17 2022-12-31 13F BOEING COM 097023105 3,765 -928 -19.77 717 26.23 0.2743
2022-10-12 2022-09-30 13F BOEING COM 097023105 4,693 -200 -4.09 568 -15.10 0.2504
2022-07-08 2022-06-30 13F BOEING COM 097023105 4,893 370 8.18 669 -22.75 0.3161
2022-04-18 2022-03-31 13F BOEING COM 097023105 4,523 -391 -7.96 866 -12.44 0.3756
2022-01-13 2021-12-31 13F BOEING COM 097023105 4,914 115 2.40 989 -6.34 0.4299
2021-10-08 2021-09-30 13F BOEING COM 097023105 4,799 150 3.23 1,056 -5.21 0.5133
2021-07-13 2021-06-30 13F BOEING COM 097023105 4,649 223 5.04 1,114 -1.15 0.5420
2021-04-28 2021-03-31 13F BOEING COM 097023105 4,426 -71 -1.58 1,127 17.03 0.5779
2021-01-25 2020-12-31 13F BOEING COM 097023105 4,497 -307 -6.39 963 21.28 0.5207
2020-10-08 2020-09-30 13F BOEING COM 097023105 4,804 364 8.20 794 -2.46 0.4698
2020-07-08 2020-06-30 13F BOEING COM 097023105 4,440 1,074 31.91 814 62.15 0.4988
2020-04-15 2020-03-31 13F BOEING COM 097023105 3,366 430 14.65 502 -47.49 0.3898
2020-01-24 2019-12-31 13F BOEING COM 097023105 2,936 616 26.55 956 9.89 0.5458
2019-11-01 2019-09-30 13F BOEING COM 097023105 2,320 -285 -10.94 870 -7.64 0.5408
2019-07-17 2019-06-30 13F BOEING COM 097023105 2,605 22 0.85 942 2.06 0.5807
2019-05-14 2019-03-31 13F BOEING COM 097023105 2,583 541 26.49 923 40.06 0.5953
2019-01-26 2018-12-31 13F BOEING COM 097023105 2,042 122 6.35 659 -7.70 0.4931
2018-10-19 2018-09-30 13F BOEING COM 097023105 1,920 80 4.35 714 15.72 0.3653
2018-07-20 2018-06-30 13F BOEING COM 097023105 1,840 205 12.54 617 15.11 0.3383
2018-06-01 2018-03-31 13F BOEING COM 097023105 1,635 300 22.47 536 36.04 0.3121
2018-04-11 2017-12-31 13F BOEING COM 097023105 1,335 1,335 394 0.3537
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.