Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$371,338
+$43,885 QoQ
Shares Held
6,517
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,760
of 3,594 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $10,234,252 across 4 Banks - Diversified names. BAC ranks #3 (3.6% of the industry book) .
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,338 | 6,517 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $327,453 | 6,717 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $440,935 | 8,017 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $413,597 | 8,017 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,865 | 7,457 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $329,333 | 7,892 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $346,853 | 7,892 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,213 | 207 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $8,232 | 207 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,849 | 207 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $6,969 | 207 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,667 | 207 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,938 | 207 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $28,800 | 1,007 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $109,296 | 3,300 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $129,860 | 4,300 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||