Phillips Wealth Planners LLC

SEC CIK: 0001962628
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by Phillips Wealth Planners LLC, 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 (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of BAC by Phillips Wealth Planners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−7,857−100.0%	Sold out	Holders
Q4 2025	7,857	$409.1K	0.3%	−369−4.5%	Reduced	Holders
Q3 2025	8,226	$414.5K	0.3%	−4,042−32.9%	Reduced	Holders
Q2 2025	12,268	$578.4K	0.5%	+12,268	New	Holders