Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$308,945
+$71,045 QoQ
Shares Held
5,422
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,925
of 3,594 holders
Holding Since
Jun 2023
12 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, 2026Aletheian Wealth Advisors LLC holds $1,898,933 across 5 Banks - Diversified names. BAC ranks #2 (16.3% of the industry book) .
All Filings in BAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,945 | 5,422 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $237,900 | 4,880 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $290,090 | 5,623 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $258,698 | 5,467 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $238,486 | 5,715 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $257,019 | 5,848 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $225,064 | 5,672 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,051,717 | 26,445 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,114,772 | 29,398 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $763,164 | 22,666 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $637,023 | 23,266 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $717,995 | 25,026 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||