Beirne Wealth Consulting Services, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1697303
SHELTON, CT
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$617,606
+$81,015 QoQ
Shares Held
10,839
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#2,321
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beirne Wealth Consulting Services, LLC holds $2,608,283 across 4 Banks - Diversified names. BAC ranks #3 (23.7% of the industry book) .
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $617,606 | 10,839 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $536,591 | 11,007 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $604,615 | 10,993 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $955,807 | 18,527 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $519,005 | 10,968 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $457,152 | 10,955 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $437,170 | 9,947 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $406,085 | 10,234 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $430,231 | 10,818 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $417,271 | 11,004 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $495,050 | 14,703 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $309,448 | 11,302 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $324,254 | 11,302 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $423,566 | 14,810 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $463,713 | 14,001 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $452,607 | 14,987 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $471,961 | 15,161 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $710,014 | 17,225 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $865,953 | 19,464 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $754,591 | 17,776 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $732,038 | 17,755 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $686,592 | 17,746 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $711,193 | 23,464 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $562,091 | 23,333 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,614,708 | 110,093 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,305,153 | 108,580 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||