Manager × security

LAZARI CAPITAL MANAGEMENT, INC. BA holdings history

Who else holds this security? →

BOEING CO/THE · CUSIP 097023105 · CIK 1986389

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, LAZARI CAPITAL MANAGEMENT, INC. reported 35.31K BA (shares), valued at $7.64M, or 2.35% of its reported non-derivative portfolio. Filed 2026-07-23.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.35%
Shares
35.31K
35,306
Reported value
$7.64M
USD

Shares increased 4.21%; reported value increased 13.34%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20262.35%35,306SEC filing ↗Filed Jul 23, 2026
Q1 20262.35%33,879SEC filing ↗Filed Apr 24, 2026
Q4 20252.36%32,391SEC filing ↗Filed Jan 29, 2026Amended
Q3 20252.31%31,714SEC filing ↗Filed Oct 28, 2025
Q2 20252.47%31,322SEC filing ↗Filed Jul 17, 2025
Q1 20252.15%30,845SEC filing ↗Filed Apr 23, 2025
Q4 20242.02%28,599SEC filing ↗Filed Jan 24, 2025
Q3 20241.50%23,108SEC filing ↗Filed Oct 22, 2024
Q2 20241.91%23,216SEC filing ↗Filed Sep 9, 2024
Q1 20241.56%14,907SEC filing ↗Filed Jun 24, 2024
Q4 20232.09%14,005SEC filing ↗Filed Feb 27, 2024

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q4 20232.09%14,005$3.65MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Feb 27, 2024
Q1 20241.56%14,907$2.88MShares increased 6.44%; reported value decreased 21.19%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jun 24, 2024
Q2 20241.91%23,216$4.23MShares increased 55.74%; reported value increased 46.88%, and weight changed +0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Sep 9, 2024
Q3 20241.50%23,108$3.51MShares decreased 0.47%; reported value decreased 16.85%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 22, 2024
Q4 20242.02%28,599$5.06MShares increased 23.76%; reported value increased 44.08%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 24, 2025
Q1 20252.15%30,845$5.26MShares increased 7.85%; reported value increased 3.92%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2025
Q2 20252.47%31,322$6.56MShares increased 1.55%; reported value increased 24.76%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 17, 2025
Q3 20252.31%31,714$6.84MShares increased 1.25%; reported value increased 4.30%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Oct 28, 2025
Q4 20252.36%32,391$7.03MShares increased 2.13%; reported value increased 2.75%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jan 29, 2026
Q1 20262.35%33,879$6.74MShares increased 4.59%; reported value decreased 4.12%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 24, 2026
Q2 20262.35%35,306$7.64MShares increased 4.21%; reported value increased 13.34%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 23, 2026
LAZARI CAPITAL MANAGEMENT, INC. · BOEING CO/THE

Take these holdings further.

This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1986389","quarter":"2026Q2","cusip":"097023105"}

get_institutional_manager_history
{"cik":"1986389","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.