Boeing Company shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Boeing Company (BA) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Boeing Company
Tip: Access up to 7 years of quarterly data
All positions including Boeing Company held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Boeing Company by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $289k | 1.3k | 215.83 |
| 2025-06-30 | $265k | 1.3k | 209.53 |
| 2025-03-31 | $216k | 1.3k | 170.55 |
| 2024-12-31 | $215k | 1.2k | 177.00 |
| 2024-06-30 | $218k | 1.2k | 182.01 |
| 2024-03-31 | $235k | 1.2k | 192.99 |
| 2023-12-31 | $313k | 1.2k | 260.66 |
| 2023-09-30 | $230k | 1.2k | 191.68 |
| 2023-06-30 | $253k | 1.2k | 211.16 |
| 2023-03-31 | $319k | 1.5k | 212.43 |
| 2022-12-31 | $299k | 1.6k | 190.49 |
| 2022-06-30 | $220k | 1.6k | 136.14 |
| 2022-03-31 | $401k | 2.1k | 191.41 |
| 2021-12-31 | $351k | 1.7k | 201.15 |
More positions owned by Heritage Financial Services
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