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Livermore
Livermore
ZHEN

HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

BAC holding history

Bank of America Corp in every 13F filed by HighMark 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)
995
Value
$56.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAC by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026995$56.7K<0.1%−43−4.1%ReducedHolders
Q1 20261,038$50.6K<0.1%−71−6.4%ReducedHolders
Q4 20251,109$61.0K<0.1%+16+1.5%AddedHolders
Q3 20251,093$56.4K<0.1%−15−1.4%ReducedHolders
Q2 20251,108$52.4K<0.1%+47+4.4%AddedHolders
Q1 20251,061$43.1K<0.1%+743+233.6%AddedHolders
Q4 2024318$14.0K<0.1%+282+783.3%AddedHolders
Q3 202436$1.44K<0.1%−55−60.4%ReducedHolders
Q2 202491$3.61K<0.1%+1+1.1%AddedHolders
Q1 202490$10.2K<0.1%00.0%UnchangedHolders
Q4 202390$3.03K<0.1%−253−73.8%ReducedHolders
Q3 2023343$9.40K<0.1%+175+104.2%AddedHolders
Q2 2023168$4.82K<0.1%+36+27.3%AddedHolders
Q1 2023132$3.77K<0.1%+1+0.8%AddedHolders
Q4 2022131$4.33K<0.1%−24−15.5%ReducedHolders
Q3 2022155$5.00K<0.1%00.0%UnchangedHolders
Q2 2022155$5.00K<0.1%+1+0.6%AddedHolders
Q1 2022154$6.00K<0.1%00.0%UnchangedHolders
Q4 2021154$7.00K<0.1%−238−60.7%ReducedHolders
Q3 2021392$17.0K<0.1%−86−18.0%ReducedHolders
Q2 2021478$20.0K<0.1%+67+16.3%AddedHolders
Q1 2021411$16.0K<0.1%––Holders

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