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Livermore
Livermore
ZHEN

Western Wealth Management, LLC

SEC CIK
0001767902
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Western 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)
95,913
Value
$5.47M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of BAC by Western Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,913$5.47M0.2%−1,419−1.5%ReducedHolders
Q1 202697,332$4.74M0.2%+6,085+6.7%AddedHolders
Q4 202591,247$5.02M0.2%−300.0%ReducedHolders
Q3 202591,277$4.71M0.2%+958+1.1%AddedHolders
Q2 202590,319$4.27M0.3%+5,196+6.1%AddedHolders
Q1 202585,123$3.55M0.2%−3,434−3.9%ReducedHolders
Q4 202488,557$3.89M0.2%+6,613+8.1%AddedHolders
Q3 202481,944$3.25M0.2%+229+0.3%AddedHolders
Q2 202481,715$3.25M0.2%−72−0.1%ReducedHolders
Q1 202481,787$3.10M0.2%−5,222−6.0%ReducedHolders
Q4 202387,009$2.93M0.2%+158+0.2%AddedHolders
Q3 202386,851$2.38M0.2%+5,279+6.5%AddedHolders
Q2 202381,572$2.34M0.2%−4,186−4.9%ReducedHolders
Q1 202385,758$2.45M0.2%+2,573+3.1%AddedHolders
Q4 202283,185$2.76M0.3%−17,345−17.3%ReducedHolders
Q3 2022100,530$3.08M0.2%+7,882+8.5%AddedHolders
Q2 202292,648$2.88M0.2%−11,966−11.4%ReducedHolders
Q1 2022104,614$4.31M0.2%+48,240+85.6%AddedHolders
Q4 202156,374$2.51M0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202156,068$2.31M0.2%+4,819+9.4%AddedHolders
Q1 202151,249$1.98M0.3%––Holders

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