Global Assets Advisory, LLC BA — BOEING CO

Ownership history in Global Assets Advisory, LLC  ·  14 quarters on record

AI Ownership Summary

Global Assets Advisory, LLC reported BOEING CO (BA) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.05% in 2025 Q1. The latest visible filing shows BA at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Assets Advisory, LLC's position in BOEING CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BA was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BA stock page Global Assets Advisory, LLC fund profile Global Assets Advisory, LLC full holdings
How Global Assets Advisory, LLC held BA — position size vs. price
% of Fund (quarterly)    BA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,790 +6 +0.1% 0.61% $2.1M 2026-05-01 $227.38
2025 Q4 REDUCED — — — 10,784 -85 -0.8% 0.67% $2.3M 2026-02-09 $244.71
2025 Q3 REDUCED 5.7% +0.7% ❌ 10,869 -662 -5.7% 0.70% $2.3M 2025-10-31 $201.02
2025 Q2 REDUCED 67.9% +3.6% ❌ 11,531 -24,416 -67.9% 0.94% $2.4M 2025-07-22 $228.48
2025 Q1 ADDED — — — 35,947 +25,516 +244.6% 1.05% $5.6M 2025-04-23 $172.37
2024 Q4 REDUCED — — — 10,431 -222 -2.1% 0.99% $1.8M 2025-02-14 $184.42
2024 Q3 REDUCED 99.2% +16.1% ❌ 10,653 -1,400,364 -99.2% 0.90% $1.6M 2024-10-22 $159.88
2024 Q1 ADDED — — — 1,411,017 +1,408,038 +47265.5% 0.34% $7.4M 2024-04-12 $169.55
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BA

As of 2026 Q1 — sorted by position size

Spectrum Financial Alliance Ltd LLC 3Y 7Y 12.99% Dilation Capital Management LP 10.88% Welch Financial Planning, LLC 8.52% CMG Global Holdings, LLC 3Y 5.32% Prospect Financial Services LLC 5.17% Westend Capital Management, LLC 3Y 7Y 4.84% McGinn Penninger Investment Management, Inc. 3Y 3.71% McAlister, Sweet & Associates, Inc. 3Y 3.59% Old North State Wealth Management, LLC 3.13% Sather Financial Group Inc 3Y 7Y 3.1%

FAQ About Global Assets Advisory, LLC and BA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Assets Advisory, LLC reported owning BA?

Global Assets Advisory, LLC reported BA across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BA position in Global Assets Advisory, LLC's portfolio?

The largest reported portfolio weight for BA was 1.05% in 2025 Q1.

What is the latest reported BA position on this page?

The most recent filing on this page is 2026 Q1, when Global Assets Advisory, LLC reported 10,790 shares, equal to 0.61% of portfolio, with an estimated market value of $2.1M.

What does the chart on this BA ownership page compare?

The chart compares Global Assets Advisory, LLC's quarterly BA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Assets Advisory, LLC time their BA position?

Based on 13F filing dates vs. subsequent BA price moves, Global Assets Advisory, LLC correctly timed 7 out of 10 reported position changes (70%).

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