Lineweaver Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1797873 VALLEY VIEW, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,489,626

+$606,503 QoQ

Shares Held

61,243

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#1,151

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lineweaver Wealth Advisors, LLC holds $17,315,177 across 3 Banks - Diversified names. BAC ranks #3 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,625	$9,697,151
2	C	Citigroup Inc	29,497	$4,128,400
3	BAC	Bank Of America Corp /De/ This page	61,243	$3,489,626

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,489,626	61,243	+3.6%	Shares	Sole	2026-07-09
2026-03-31	$2,883,123	59,141	+1.9%	Shares	Sole	2026-04-08
2025-12-31	$3,192,255	58,041	+5.6%	Shares	Sole	2026-01-14
2025-09-30	$2,836,624	54,984	+0.1%	Shares	Sole	2025-10-10
2025-06-30	$2,598,199	54,907	+9.4%	Shares	Sole	2025-07-09
2025-03-31	$2,095,138	50,207	+14.6%	Shares	Sole	2025-05-02
2024-12-31	$1,925,669	43,815	-3.6%	Shares	Sole	2025-02-05
2024-09-30	$1,802,702	45,431	+3.0%	Shares	Sole	2024-10-25
2024-06-30	$1,754,453	44,115	+0.6%	Shares	Sole	2024-08-02
2024-03-31	$1,662,905	43,853	+6.6%	Shares	Sole	2024-04-30
2023-12-31	$1,384,712	41,126	+23.3%	Shares	Sole	2024-01-19
2023-09-30	$913,533	33,365	+104.7%	Shares	Sole	2023-10-19
2023-06-30	$467,647	16,300	-1.1%	Shares	Sole	2023-07-27
2023-03-31	$471,213	16,476	+8.0%	Shares	Sole	2023-05-02
2022-12-31	$505,411	15,260	-1.8%	Shares	Sole	2023-01-26
2022-09-30	$469,126	15,534	+2.3%	Shares	Sole	2022-11-01
2022-06-30	$472,895	15,191	+1.3%	Shares	Sole	2022-07-26
2022-03-31	$617,846	14,989	-16.9%	Shares	Sole	2022-05-09
2021-12-31	$802,510	18,038	-7.6%	Shares	Sole	2022-01-31
2021-09-30	$828,666	19,521	+5.6%	Shares	Sole	2021-10-22
2021-06-30	$762,012	18,482	+6.2%	Shares	Sole	2021-07-26
2021-03-31	$673,631	17,411	+17.2%	Shares	Sole	2021-04-30
2020-12-31	$450,376	14,859	-6.3%	Shares	Sole	2021-02-11
2020-09-30	$381,826	15,850	+25.8%	Shares	Sole	2020-10-20
2020-06-30	$299,273	12,601	+7.1%	Shares	Sole	2020-08-10
2020-03-31	$249,898	11,771	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.