Bernardo Wealth Planning LLC

SEC CIK: 0001765595
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Bernardo Wealth Planning LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q2 2026): 4,265
Value: $243.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of BAC by Bernardo Wealth Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,265	$243.0K	<0.1%	+4,265	New	Holders
Q1 2026	0	$0	0.0%	−4,300−100.0%	Sold out	Holders
Q4 2025	4,300	$236.5K	<0.1%	+112+2.7%	Added	Holders
Q3 2025	4,188	$216.1K	<0.1%	+4,188	New	Holders