Spartan Wealth Advisory Services LLC
Position in BAC — Bank Of America Corp /De/
CIK 2075193
BINGHAM FARMS, MI
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$559,201
-$153,134 QoQ
Shares Held
9,814
-32.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,406
of 3,594 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $30,012,847 across 5 Banks - Diversified names. BAC ranks #4 (1.9% of the industry book) .
All Filings in BAC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,201 | 9,814 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $712,335 | 14,612 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||