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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

BAC holding history

Bank of America Corp in every 13F filed by WealthPLAN Partners, LLC, 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)
12,869
Value
$733.3K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of BAC by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,869$733.3K0.1%+964+8.1%AddedHolders
Q1 202611,905$580.4K0.1%+2,583+27.7%AddedHolders
Q4 20259,322$512.7K0.1%+1,259+15.6%AddedHolders
Q3 20258,063$416.0K0.1%−1,585−16.4%ReducedHolders
Q2 20259,648$456.5K0.1%+399+4.3%AddedHolders
Q1 20259,249$386.0K0.1%+21+0.2%AddedHolders
Q4 20249,228$405.6K0.1%+479+5.5%AddedHolders
Q3 20248,749$347.2K<0.1%−20,077−69.6%ReducedHolders
Q2 202428,826$1.15M0.1%+717+2.6%AddedHolders
Q1 202428,109$1.07M0.1%+17,370+161.7%AddedHolders
Q4 202310,739$361.6K<0.1%−2,833−20.9%ReducedHolders
Q3 202313,572$371.6K<0.1%+7,271+115.4%AddedHolders
Q2 20236,301$180.8K<0.1%+723+13.0%AddedHolders
Q1 20235,578$159.5K<0.1%−20,363−78.5%ReducedHolders
Q4 202225,941$924.0K0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 202220,180$720.0K<0.1%+689+3.5%AddedHolders
Q4 202119,491$899.0K0.1%+146+0.8%AddedHolders
Q3 202119,345$865.0K0.1%+1,181+6.5%AddedHolders
Q2 202118,164$762.0K0.1%+596+3.4%AddedHolders
Q1 202117,568$721.0K0.1%––Holders

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