SHP Wealth Management

SEC CIK: 0001807060
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by SHP Wealth Management, 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): 20,309
Value: $1.16M
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of BAC by SHP Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,309	$1.16M	0.1%	+4,149+25.7%	Added	Holders
Q1 2026	16,160	$787.8K	0.1%	−1,035−6.0%	Reduced	Holders
Q4 2025	17,195	$945.7K	0.1%	–	No prior filing	Holders