Fourth Dimension Wealth, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$24,273
-$296,112 QoQ
Shares Held
426
-93.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,509
of 3,589 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, 2026Fourth Dimension Wealth, LLC holds $1,899,214 across 6 Banks - Diversified names. BAC ranks #5 (1.3% 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 | $24,273 | 426 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $320,385 | 6,572 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $235,235 | 4,277 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $257,021 | 4,982 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $201,725 | 4,263 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $130,907 | 3,137 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,008 | 478 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||