Willner & Heller, LLC
- SEC CIK
- 0001927796
- Latest filing
- Jul 7, 2026
BAC holding history
Bank of America Corp in every 13F filed by Willner & Heller, 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)
- 6,045
- Value
- $344.5K
- % of portfolio
- 0.2%
- Quarters held
- 12
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,045 | $344.5K | 0.2% | +29+0.5% | Added | Holders |
| Q1 2026 | 6,016 | $293.3K | 0.2% | +35+0.6% | Added | Holders |
| Q4 2025 | 5,981 | $329.0K | 0.2% | +29+0.5% | Added | Holders |
| Q3 2025 | 5,952 | $307.0K | 0.2% | −43−0.7% | Reduced | Holders |
| Q2 2025 | 5,995 | $283.7K | 0.2% | +407+7.3% | Added | Holders |
| Q1 2025 | 5,588 | $233.2K | 0.2% | +35+0.6% | Added | Holders |
| Q4 2024 | 5,553 | $244.1K | 0.2% | +32+0.6% | Added | Holders |
| Q3 2024 | 5,521 | $219.1K | 0.2% | +35+0.6% | Added | Holders |
| Q2 2024 | 5,486 | $218.2K | 0.2% | +67+1.2% | Added | Holders |
| Q1 2024 | 5,419 | $205.5K | 0.2% | +5,419 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −5,195−100.0% | Sold out | Holders |
| Q1 2022 | 5,195 | $231.0K | 0.3% | −207−3.8% | Reduced | Holders |
| Q4 2021 | 5,402 | $229.0K | 0.3% | – | No prior filing | Holders |