The Boeing Company
DE ˙ XTRA ˙ US0970231058
184,44 € ↓ -2,14 (-1,15%)
2026-06-03
AKTIENPREIS
SecurityDE:BCO / The Boeing Company
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership1,276 shares
Latest Disclosed Value $ 253,962
Heritage Wealth Advisors ownership in BCO / The Boeing Company

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 1,276 shares of The Boeing Company (DE:BCO) valued at $220,799 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,276 shares of The Boeing Company. This represents a change in shares of 0.00% during the quarter. The current value of the position is $235,345 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)
2026-05-13 2026-03-31 13F Boeing COM 097023105 1,276 0 0.00 254 -8.66 0.0099
2026-02-13 2025-12-31 13F Boeing COM 097023105 1,276 83 6.96 277 7.78 0.0106
2025-11-13 2025-09-30 13F Boeing COM 097023105 1,193 0 0.00 257 3.21 0.0113
2025-08-11 2025-06-30 13F Boeing COM 097023105 1,193 0 0.00 250 22.66 0.0119
2025-05-08 2025-03-31 13F Boeing COM 097023105 1,193 0 0.00 203 -3.79 0.0103
2025-02-12 2024-12-31 13F Boeing COM 097023105 1,193 0 0.00 211 16.57 0.0105
2024-11-12 2024-09-30 13F Boeing COM 097023105 1,193 70 6.23 181 -11.27 0.0085
2024-12-12 2024-06-30 13F/A-1 Boeing COM 097023105 1,123 0 0.00 204 -5.56 0.0092
2024-08-06 2024-06-30 13F Boeing COM 097023105 1,123 0 204 0.0092
2024-12-12 2024-03-31 13F/A-1 Boeing COM 097023105 1,123 0 0.00 217 -26.03 0.0099
2024-05-08 2024-03-31 13F Boeing COM 097023105 1,123 0 217 0.0099
2024-12-12 2023-12-31 13F/A-1 Boeing COM 097023105 1,123 -100 -8.18 293 24.79 0.0146
2024-02-12 2023-12-31 13F Boeing COM 097023105 1,167 -56 304 0.0152
2024-12-12 2023-09-30 13F/A-1 Boeing COM 097023105 1,223 0 0.00 234 -9.30 0.0128
2023-11-09 2023-09-30 13F Boeing COM 097023105 1,223 0 234 0.0128
2024-12-12 2023-06-30 13F/A-1 Boeing COM 097023105 1,223 0 0.00 258 -0.39 0.0137
2023-08-09 2023-06-30 13F Boeing COM 097023105 1,223 0 258 0.0137
2023-05-04 2023-03-31 13F Boeing COM 097023105 1,223 12 0.99 260 12.61 0.0145
2024-12-12 2022-12-31 13F/A-1 Boeing COM 097023105 1,211 -16 -1.30 231 55.41 0.0134
2023-02-07 2022-12-31 13F Boeing COM 097023105 1,211 -16 231 0.0134
2024-12-12 2022-09-30 13F/A-1 Boeing COM 097023105 1,227 0 0.00 149 0.0108
2022-11-10 2022-09-30 13F Boeing COM 097023105 1,227 0 0 0.0108
2022-08-04 2022-06-30 13F Boeing COM 097023105 1,227 -200 -14.02 0 0.0117
2022-05-11 2022-03-31 13F Boeing COM 097023105 1,427 0 0.00 0 0.0151
2022-03-28 2021-12-31 13F/A-1 Boeing COM 097023105 1,427 0 0.00 0 -100.00 0.0158
2022-02-02 2021-12-31 13F Boeing COM 097023105 1,427 0 287 0.0158
2021-11-02 2021-09-30 13F Boeing COM 097023105 1,427 -5 -0.35 314 -8.75 0.0192
2021-08-09 2021-06-30 13F/A-1 Boeing COM 097023105 1,432 0 0.00 343 -5.77 0.0211
2021-07-27 2021-06-30 13F Boeing COM 097023105 1,240 -192 265 0.0166
2021-04-27 2021-03-31 13F Boeing COM 097023105 1,432 192 15.48 365 37.36 0.0220
2021-02-01 2020-12-31 13F Boeing COM 097023105 1,240 -171 -12.12 265 13.73 0.0166
2020-11-03 2020-09-30 13F Boeing COM 097023105 1,411 0 0.00 233 -9.69 0.0301
2020-07-17 2020-06-30 13F/A-1 Boeing COM 097023105 1,411 138 10.84 259 36.51 0.0362
2020-07-17 2020-06-30 13F Boeing COM 097023105 6,205 4,932 258 36,104.3668
2020-05-05 2020-03-31 13F Boeing COM 097023105 1,273 14 1.11 190 -53.90 0.0340
2020-02-04 2019-12-31 13F Boeing COM 097023105 1,259 24 1.94 410 -12.58 0.0542
2019-10-30 2019-09-30 13F Boeing COM 097023105 1,235 -106 -7.90 469 -3.89 0.0691
2019-08-05 2019-06-30 13F Boeing COM 097023105 1,341 380 39.54 488 33.33 0.0748
2019-05-06 2019-03-31 13F Boeing COM 097023105 961 -73 -7.06 367 9.91 0.0602
2019-01-26 2018-12-31 13F Boeing COM 097023105 1,034 83 8.73 333 -5.67 0.0651
2018-11-14 2018-09-30 13F Boeing COM 097023105 951 100 11.75 353 23.43 0.0691
2018-07-19 2018-06-30 13F BOEING COM 097023105 851 0 0.00 286 2.51 0.1069
2018-05-10 2018-03-31 13F BOEING COM 097023105 851 0 0.00 279 11.16 0.1158
2018-02-02 2017-12-31 13F BOEING COM 097023105 851 12 1.43 251 17.84 0.1074
2017-11-07 2017-09-30 13F BOEING COM 097023105 839 839 213 0.1072
2017-01-27 2016-12-31 13F BOEING COM 097023105 0 -1,639 -100.00 0 -100.00
2016-10-28 2016-09-30 13F BOEING COM 097023105 1,639 -100 -5.75 216 -4.42 0.1496
2016-08-04 2016-06-30 13F BOEING COM 097023105 1,739 112 6.88 226 8.65 0.1526
2016-05-02 2016-03-31 13F BOEING COM 097023105 1,627 0 0.00 208 -11.49 0.1630
2016-02-02 2015-12-31 13F BOEING COM 097023105 1,627 -117 -6.71 235 3.07 0.1980
2015-10-22 2015-09-30 13F BOEING COM 097023105 1,744 -118 -6.34 228 -11.97 0.1960
2015-08-06 2015-06-30 13F BOEING COM 097023105 1,862 0 0.00 259 -7.17 0.2150
2015-05-06 2015-03-31 13F BOEING COM 097023105 1,862 235 14.44 279 32.23 0.2302
2015-02-10 2014-12-31 13F BOEING COM 097023105 1,627 1,627 211 0.1885
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.