Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$331,908
+$47,940 QoQ
Shares Held
5,825
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#2,863
of 3,594 holders
Holding Since
Dec 2024
7 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, 2026Flywheel Private Wealth LLC holds $3,278,876 across 3 Banks - Diversified names. BAC ranks #3 (10.1% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,908 | 5,825 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $283,968 | 5,825 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $320,375 | 5,825 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $300,511 | 5,825 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $275,639 | 5,825 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $243,077 | 5,825 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $256,008 | 5,825 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||