Spahn Wealth & Retirement LLC
PensionPosition in BAC — Bank Of America Corp /De/
CIK 1949033
SCOTTSDALE, AZ
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$326,837
-$2,702,683 QoQ
Shares Held
5,736
-90.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,876
of 3,594 holders
Holding Since
Jun 2025
5 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, 2026Spahn Wealth & Retirement LLC holds $10,839,584 across 3 Banks - Diversified names. BAC ranks #3 (3.0% of the industry book) .
All Filings in BAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,837 | 5,736 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,029,520 | 62,144 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,417,920 | 62,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,160,403 | 61,260 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,107,741 | 65,675 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||