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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
22,025
Value
$1.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,025$1.25M<0.1%+1,850+9.2%AddedHolders
Q1 202620,175$983.5K<0.1%+255+1.3%AddedHolders
Q4 202519,920$1.10M<0.1%+496+2.6%AddedHolders
Q3 202519,424$1.00M<0.1%00.0%UnchangedHolders
Q2 202519,424$919.1K<0.1%−7,747−28.5%ReducedHolders
Q1 202527,171$1.13M0.1%−528−1.9%ReducedHolders
Q4 202427,699$1.22M0.1%−132−0.5%ReducedHolders
Q3 202427,831$1.10M0.1%+75+0.3%AddedHolders
Q2 202427,756$1.10M<0.1%−778−2.7%ReducedHolders
Q1 202428,534$1.08M<0.1%−952−3.2%ReducedHolders
Q4 202329,486$992.8K<0.1%−1,967−6.3%ReducedHolders
Q3 202331,453$861.2K<0.1%−4,552−12.6%ReducedHolders
Q2 202336,005$1.03M0.1%−140.0%ReducedHolders
Q1 202336,019$1.03M0.1%−17,021−32.1%ReducedHolders
Q4 202253,040$1.76M0.1%−2,315−4.2%ReducedHolders
Q3 202255,355$1.67M0.1%−1,000−1.8%ReducedHolders
Q2 202256,355$1.75M0.1%−693−1.2%ReducedHolders
Q1 202257,048$2.35M0.1%−29,380−34.0%ReducedHolders
Q4 202186,428$3.85M0.2%−10.0%ReducedHolders
Q3 202186,429$3.67M0.2%−50−0.1%ReducedHolders
Q2 202186,479$3.57M0.2%−11,252−11.5%ReducedHolders
Q1 202197,731$3.78M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.