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ForthRight Wealth Management, LLC

SEC CIK
0001841633
Latest filing
Aug 7, 2026

BAC holding history

Bank of America Corp in every 13F filed by ForthRight 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2021
Holdings of BAC by ForthRight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−6,161−100.0%Sold outHolders
Q2 20246,161$245.0K0.1%+31+0.5%AddedHolders
Q1 20246,130$232.4K0.1%+18+0.3%AddedHolders
Q4 20236,112$205.8K0.1%+6,112NewHolders
Q3 20230$00.0%−8,478−100.0%Sold outHolders
Q2 20238,478$243.2K0.1%+38+0.5%AddedHolders
Q1 20238,440$241.4K0.1%+32+0.4%AddedHolders
Q4 20228,408$278.5K0.1%+754+9.9%AddedHolders
Q3 20227,654$231.0K0.1%00.0%UnchangedHolders
Q2 20227,654$238.0K0.1%+30+0.4%AddedHolders
Q1 20227,624$314.0K0.2%−444−5.5%ReducedHolders
Q4 20218,068$359.0K0.2%+400+5.2%AddedHolders
Q3 20217,668$326.0K0.2%+7,668NewHolders