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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

BAC holding history

Bank of America Corp in every 13F filed by Ibex 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of BAC by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−50,471−100.0%Sold outHolders
Q2 202450,471$2.01M0.3%+50,471NewHolders
Q2 20220$00.0%−49,201−100.0%Sold outHolders
Q1 202249,201$2.03M0.4%+9,223+23.1%AddedHolders
Q4 202139,978$1.78M0.3%+878+2.2%AddedHolders
Q3 202139,100$1.66M0.3%+1,314+3.5%AddedHolders
Q2 202137,786$1.56M0.3%+1,569+4.3%AddedHolders
Q1 202136,217$1.40M0.3%––Holders

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