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Livermore
Livermore
ZHEN

Intrepid Financial Planning Group LLC

SEC CIK
0001641296
Latest filing
Aug 12, 2026

BAC holding history

Bank of America Corp in every 13F filed by Intrepid Financial Planning Group 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)
24,641
Value
$1.40M
% of portfolio
0.5%
Quarters held
17
Since Q2 2022
Holdings of BAC by Intrepid Financial Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,641$1.40M0.5%−70.0%ReducedHolders
Q1 202624,648$1.20M0.5%00.0%UnchangedHolders
Q4 202524,648$1.36M0.5%00.0%UnchangedHolders
Q3 202524,648$1.27M0.5%00.0%UnchangedHolders
Q2 202524,648$1.17M0.5%+251+1.0%AddedHolders
Q1 202524,397$1.02M0.5%00.0%UnchangedHolders
Q4 202424,397$1.07M0.5%00.0%UnchangedHolders
Q3 202424,397$968.1K0.4%00.0%UnchangedHolders
Q2 202424,397$970.3K0.4%+374+1.6%AddedHolders
Q1 202424,023$911.0K0.4%00.0%UnchangedHolders
Q4 202324,023$808.9K0.4%00.0%UnchangedHolders
Q3 202324,023$657.8K0.3%00.0%UnchangedHolders
Q2 202324,023$689.2K0.3%−503−2.1%ReducedHolders
Q1 202324,526$701.4K0.4%+30.0%AddedHolders
Q4 202224,523$812.2K0.4%00.0%UnchangedHolders
Q3 202224,523$741.0K0.4%+229+0.9%AddedHolders
Q2 202224,294$756.0K0.4%–No prior filingHolders