Skip to main content
Livermore
Livermore
ZHEN

Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

BAC holding history

Bank of America Corp in every 13F filed by Twelve Points 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)
4,326
Value
$246.5K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of BAC by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,326$246.5K<0.1%−87−2.0%ReducedHolders
Q1 20264,413$215.1K<0.1%−90−2.0%ReducedHolders
Q4 20254,503$251.5K0.1%+90+2.0%AddedHolders
Q3 20254,413$227.7K0.1%00.0%UnchangedHolders
Q2 20254,413$208.8K0.1%−500−10.2%ReducedHolders
Q1 20254,913$205.0K0.1%−314−6.0%ReducedHolders
Q4 20245,227$229.7K0.1%−3,581−40.7%ReducedHolders
Q3 20248,808$349.5K0.1%+369+4.4%AddedHolders
Q2 20248,439$335.6K0.1%00.0%UnchangedHolders
Q1 20248,439$320.0K0.1%−564−6.3%ReducedHolders
Q4 20239,003$303.1K0.1%−1,272−12.4%ReducedHolders
Q3 202310,275$281.3K0.1%−2,789−21.3%ReducedHolders
Q2 202313,064$374.8K0.2%−1,667−11.3%ReducedHolders
Q1 202314,731$421.3K0.2%+370+2.6%AddedHolders
Q4 202214,361$475.6K0.3%00.0%UnchangedHolders
Q3 202214,361$434.0K0.3%00.0%UnchangedHolders
Q2 202214,361$447.0K0.3%00.0%UnchangedHolders
Q1 202214,361$592.0K0.4%−165−1.1%ReducedHolders
Q4 202114,526$646.0K0.5%–No prior filingHolders