Innovative Asset Advisors Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2127147
SHELTON, CT
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$279,600
-$10,170 QoQ
Shares Held
4,907
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,012
of 3,589 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, 2026Innovative Asset Advisors Group, LLC holds $2,003,206 across 3 Banks - Diversified names. BAC ranks #3 (14.0% 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 | $279,600 | 4,907 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $289,770 | 5,944 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||