PLANNING ALTERNATIVES LTD /ADV
Position in BAC — Bank Of America Corp /De/
CIK 712011
BIRMINGHAM, MI
Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,794
+$87,191 QoQ
Shares Held
5,121
+22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,975
of 3,594 holders
Holding Since
Mar 2025
4 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, 2026PLANNING ALTERNATIVES LTD /ADV holds $10,270,757 across 5 Banks - Diversified names. BAC ranks #4 (2.8% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,794 | 5,121 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,603 | 4,197 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $224,400 | 4,080 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $255,262 | 6,117 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||