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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

BAC holding history

Bank of America Corp in every 13F filed by Liberty 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)
25,061
Value
$1.22M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of BAC by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,061$1.22M0.2%00.0%UnchangedHolders
Q1 202625,061$1.22M0.2%+201+0.8%AddedHolders
Q4 202524,860$1.37M0.2%+33+0.1%AddedHolders
Q3 202524,827$1.28M0.2%−980−3.8%ReducedHolders
Q2 202525,807$1.22M0.2%−1,740−6.3%ReducedHolders
Q1 202527,547$1.15M0.2%+548+2.0%AddedHolders
Q4 202426,999$1.19M0.2%+743+2.8%AddedHolders
Q3 202426,256$1.04M0.2%−12,780−32.7%ReducedHolders
Q2 202439,036$1.09M0.2%+12,064+44.7%AddedHolders
Q1 202426,972$1.02M0.2%−276−1.0%ReducedHolders
Q4 202327,248$917.0K0.2%+7,988+41.5%AddedHolders
Q3 202319,260$527.0K0.1%−405−2.1%ReducedHolders
Q2 202319,665$564.2K0.1%−2,808−12.5%ReducedHolders
Q1 202322,473$641.5K0.1%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202219,558$590.0K0.2%+62+0.3%AddedHolders
Q2 202219,496$606.0K0.2%−169−0.9%ReducedHolders
Q1 202219,665$810.0K0.3%−355−1.8%ReducedHolders
Q4 202120,020$890.0K0.3%−2,685−11.8%ReducedHolders
Q3 202122,705$979.0K0.3%+1,673+8.0%AddedHolders
Q2 202121,032$830.0K0.3%+639+3.1%AddedHolders
Q1 202120,393$611.0K0.3%––Holders

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