Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$684,899
-$29,434 QoQ
Shares Held
12,020
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,234
of 3,594 holders
Holding Since
Dec 2023
10 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, 2026Lantern Wealth Advisors, LLC holds $4,835,583 across 3 Banks - Diversified names. BAC ranks #2 (14.2% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,899 | 12,020 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $714,333 | 14,653 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $688,270 | 12,514 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $638,735 | 12,381 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $709,847 | 15,001 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $899,129 | 20,458 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $740,706 | 18,667 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $966,609 | 24,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $968,173 | 25,532 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $859,224 | 25,519 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||