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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

BAC holding history

Bank of America Corp in every 13F filed by Northwest Wealth Management, 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)
6,361
Value
$362.5K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of BAC by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,361$362.5K<0.1%+8+0.1%AddedHolders
Q1 20266,353$309.7K<0.1%−168−2.6%ReducedHolders
Q4 20256,521$358.6K0.1%−374−5.4%ReducedHolders
Q3 20256,895$355.7K0.1%+177+2.6%AddedHolders
Q2 20256,718$317.9K0.1%−793−10.6%ReducedHolders
Q1 20257,511$313.4K0.1%−749−9.1%ReducedHolders
Q4 20248,260$363.0K0.1%+1,893+29.7%AddedHolders
Q3 20246,367$252.7K0.1%+19+0.3%AddedHolders
Q2 20246,348$252.5K0.1%+108+1.7%AddedHolders
Q1 20246,240$236.6K0.1%−85−1.3%ReducedHolders
Q4 20236,325$213.0K0.1%+6,325NewHolders
Q2 20230$00.0%−9,418−100.0%Sold outHolders
Q1 20239,418$269.3K0.1%+9,418NewHolders
Q4 20220$00.0%−7,160−100.0%Sold outHolders
Q3 20227,160$216.0K0.1%−281−3.8%ReducedHolders
Q2 20227,441$232.0K0.1%+1,760+31.0%AddedHolders
Q1 20225,681$234.0K0.1%+266+4.9%AddedHolders
Q4 20215,415$241.0K0.1%+9+0.2%AddedHolders
Q3 20215,406$229.0K0.1%+20+0.4%AddedHolders
Q2 20215,386$222.0K0.1%+18+0.3%AddedHolders
Q1 20215,368$208.0K0.1%––Holders

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