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Livermore
Livermore
ZHEN

Inlet Private Wealth, LLC

SEC CIK
0001759751
Latest filing
Aug 7, 2026

BAC holding history

Bank of America Corp in every 13F filed by Inlet Private Wealth, 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)
110,919
Value
$6.32M
% of portfolio
1.5%
Quarters held
22
Since Q1 2021
Holdings of BAC by Inlet Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026110,919$6.32M1.5%−8,000−6.7%ReducedHolders
Q1 2026118,919$5.80M1.5%−8,030−6.3%ReducedHolders
Q4 2025126,949$6.98M1.6%−7,600−5.6%ReducedHolders
Q3 2025134,549$6.94M1.6%+536+0.4%AddedHolders
Q2 2025134,013$6.34M1.6%−100−0.1%ReducedHolders
Q1 2025134,113$5.60M1.5%00.0%UnchangedHolders
Q4 2024134,113$5.89M1.6%−10,000−6.9%ReducedHolders
Q3 2024144,113$5.72M1.5%−877−0.6%ReducedHolders
Q2 2024144,990$5.77M1.6%+200.0%AddedHolders
Q1 2024144,970$5.50M1.5%−200−0.1%ReducedHolders
Q4 2023145,170$4.89M1.5%−11,000−7.0%ReducedHolders
Q3 2023156,170$4.28M1.4%−3,900−2.4%ReducedHolders
Q2 2023160,070$4.59M1.2%+2,900+1.8%AddedHolders
Q1 2023157,170$4.50M1.2%−2,450−1.5%ReducedHolders
Q4 2022159,620$5.29M1.4%−2,346−1.4%ReducedHolders
Q3 2022161,966$4.89M1.5%+1,544+1.0%AddedHolders
Q2 2022160,422$4.99M1.4%−587−0.4%ReducedHolders
Q1 2022161,009$6.64M1.7%+1,210+0.8%AddedHolders
Q4 2021159,799$7.11M1.7%+90.0%AddedHolders
Q3 2021159,790$6.78M1.8%00.0%UnchangedHolders
Q2 2021159,790$6.59M1.7%−400−0.2%ReducedHolders
Q1 2021160,190$6.20M1.8%––Holders

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