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Horizon Wealth Management, LLC

SEC CIK
0001815123
Latest filing
Aug 6, 2026

BAC holding history

Bank of America Corp in every 13F filed by Horizon 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 (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of BAC by Horizon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−15,035−100.0%Sold outHolders
Q3 202315,035$411.7K0.2%−13,312−47.0%ReducedHolders
Q2 202328,347$813.3K0.3%+318+1.1%AddedHolders
Q1 202328,029$801.6K0.6%+18,275+187.4%AddedHolders
Q4 20229,754$323.0K0.3%−965−9.0%ReducedHolders
Q3 202210,719$324.0K0.2%−492−4.4%ReducedHolders
Q2 202211,211$349.0K0.1%+2,833+33.8%AddedHolders
Q1 20228,378$345.0K0.1%+16+0.2%AddedHolders
Q4 20218,362$372.0K0.1%–No prior filingHolders