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Livermore
Livermore
ZHEN

HHM Wealth Advisors, LLC

SEC CIK
0001750086
Latest filing
Jul 13, 2026

BAC holding history

Bank of America Corp in every 13F filed by HHM Wealth Advisors, 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)
17,332
Value
$987.6K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by HHM Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,332$987.6K0.1%+160+0.9%AddedHolders
Q1 202617,172$837.1K0.1%+1,716+11.1%AddedHolders
Q4 202515,456$850.1K0.1%−1,680−9.8%ReducedHolders
Q3 202517,136$884.0K0.1%+236+1.4%AddedHolders
Q2 202516,900$799.7K0.1%−813−4.6%ReducedHolders
Q1 202517,713$739.1K0.1%+843+5.0%AddedHolders
Q4 202416,870$741.5K0.1%+700+4.3%AddedHolders
Q3 202416,170$641.6K0.1%−144−0.9%ReducedHolders
Q2 202416,314$648.8K0.1%+284+1.8%AddedHolders
Q1 202416,030$607.9K0.1%+38+0.2%AddedHolders
Q4 202315,992$538.5K0.1%−83−0.5%ReducedHolders
Q3 202316,075$440.1K0.1%+83+0.5%AddedHolders
Q2 202315,992$458.8K0.1%+215+1.4%AddedHolders
Q1 202315,777$451.2K0.1%+240+1.5%AddedHolders
Q4 202215,537$514.6K0.1%−717−4.4%ReducedHolders
Q3 202216,254$491.0K0.1%−50−0.3%ReducedHolders
Q2 202216,304$508.0K0.1%+747+4.8%AddedHolders
Q1 202215,557$641.0K0.1%−440−2.8%ReducedHolders
Q4 202115,997$712.0K0.2%−54−0.3%ReducedHolders
Q3 202116,051$681.0K0.2%00.0%UnchangedHolders
Q2 202116,051$662.0K0.2%−237−1.5%ReducedHolders
Q1 202116,288$630.0K0.2%––Holders

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