Spartan Planning & Wealth Management
Position in BAC — Bank Of America Corp /De/
CIK 1749283
GREENSBORO, NC
Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$660,911
-$126,744 QoQ
Shares Held
11,599
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,267
of 3,594 holders
Holding Since
Mar 2022
11 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, 2026Spartan Planning & Wealth Management holds $2,501,391 across 3 Banks - Diversified names. BAC ranks #2 (26.4% of the industry book) .
All Filings in BAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,911 | 11,599 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $787,655 | 14,321 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $638,838 | 12,383 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $695,178 | 14,691 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $314,936 | 7,547 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $670,545 | 15,257 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $285,016 | 8,465 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $191 | 7 | Shares | Sole | 2023-11-17 | |
| 2022-09-30 | $181 | 6 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $186 | 6 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $84,130 | 2,041 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||