Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,421
+$1,794 QoQ
Shares Held
218
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,545
of 3,595 holders
Holding Since
Jun 2025
5 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, 2026Harbor Asset Planning, Inc. holds $104,405 across 3 Banks - Diversified names. BAC ranks #3 (11.9% of the industry book) .
All Filings in BAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,421 | 218 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,627 | 218 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,990 | 218 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,246 | 218 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,315 | 218 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||