SEC 13F Intelligence

Frg Family Wealth Advisors LLC / BA

Frg Family Wealth Advisors LLC’s Boeing Co Position

Does Frg Family Wealth Advisors LLC own Boeing Co (BA)? Yes70.8K shares worth $14M (+2.31% of its 13F portfolio) as of Q1 2026, up from 70.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
70.8K
% of Portfolio
+2.31%
Quarters Held
18
currently held

Position History BA

Reported value by quarter
Q4 ’21: $31MQ4 ’21Q1 ’22: $29MQ2 ’22: $21MQ3 ’22: $18MQ3 ’22Q4 ’22: $28MQ1 ’23: $30MQ2 ’23: $30MQ2 ’23Q3 ’23: $26MQ4 ’23: $36MQ1 ’24: $23MQ1 ’24Q2 ’24: $19MQ3 ’24: $17MQ4 ’24: $17MQ4 ’24Q1 ’25: $15MQ2 ’25: $17MQ3 ’25: $16MQ3 ’25Q4 ’25: $15MQ1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.8K$14M+2.31%
Q4 202570.7K$15M+2.38%
Q3 202572.7K$16M+2.53%
Q2 202580.7K$17M+2.94%
Q1 202587.7K$15M+2.89%
Q4 202494.5K$17M+3.04%
Q3 2024110.2K$17M+3.00%
Q2 2024117.8K$19M+3.77%
Q1 2024136.4K$23M+4.49%
Q4 2023136.9K$36M+7.24%
Q3 2023137.6K$26M+5.96%
Q2 2023141.9K$30M+6.56%
Q1 2023143.3K$30M+6.96%
Q4 2022144.7K$28M+6.57%
Q3 2022148.6K$18M+4.44%
Q2 2022150.6K$21M+4.76%
Q1 2022152.5K$29M+5.68%
Q4 2021155.7K$31M+5.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Frg Family Wealth Advisors LLC’s full portfolio or all institutional holders of BA.