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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

BAC holding history

Bank of America Corp in every 13F filed by CFM Wealth Partners 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)
8,062
Value
$459.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,062$459.4K0.1%+434+5.7%AddedHolders
Q1 20267,628$371.9K0.1%00.0%UnchangedHolders
Q4 20257,628$419.5K0.1%00.0%UnchangedHolders
Q3 20257,628$393.5K0.1%00.0%UnchangedHolders
Q2 20257,628$361.0K0.1%00.0%UnchangedHolders
Q1 20257,628$318.3K0.1%−455−5.6%ReducedHolders
Q4 20248,083$355.2K0.1%00.0%UnchangedHolders
Q3 20248,083$320.7K0.1%+200+2.5%AddedHolders
Q2 20247,883$313.5K0.1%00.0%UnchangedHolders
Q1 20247,883$298.9K0.1%00.0%UnchangedHolders
Q4 20237,883$265.4K0.1%−700−8.2%ReducedHolders
Q3 20238,583$235.0K0.1%−176−2.0%ReducedHolders
Q2 20238,759$251.3K0.1%00.0%UnchangedHolders
Q1 20238,759$250.5K0.1%−1,140−11.5%ReducedHolders
Q4 20229,899$327.9K0.1%+480+5.1%AddedHolders
Q3 20229,419$284.0K0.1%00.0%UnchangedHolders
Q2 20229,419$293.0K0.1%−411−4.2%ReducedHolders
Q1 20229,830$405.0K0.1%−20.0%ReducedHolders
Q4 20219,832$454.0K0.1%−198−2.0%ReducedHolders
Q3 202110,030$425.0K0.1%+200+2.0%AddedHolders
Q2 20219,830$405.0K0.1%00.0%UnchangedHolders
Q1 20219,830$380.0K0.1%––Holders

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