INVENIO WEALTH PARTNERS LLC
Position in BAC — Bank Of America Corp /De/
CIK 1989341
CORAL GABLES, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$424,444
+$59,697 QoQ
Shares Held
7,449
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,639
of 3,594 holders
Holding Since
Jun 2023
13 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, 2026INVENIO WEALTH PARTNERS LLC holds $2,487,531 across 4 Banks - Diversified names. BAC ranks #3 (17.1% of the industry book) .
All Filings in BAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,444 | 7,449 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $364,747 | 7,482 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $361,845 | 6,579 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,502 | 6,794 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $321,492 | 6,794 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $277,671 | 6,654 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $287,213 | 6,535 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $284,704 | 7,175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $331,363 | 8,332 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $323,040 | 8,519 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $378,013 | 11,227 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $299,071 | 10,923 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $300,183 | 10,463 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||