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Great Waters Wealth Management

SEC CIK
0001964535
Latest filing
Jul 8, 2026

BAC holding history

Bank of America Corp in every 13F filed by Great Waters Wealth Management, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of BAC by Great Waters Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−4,927−100.0%Sold outHolders
Q4 20244,927$216.5K<0.1%−440−8.2%ReducedHolders
Q3 20245,367$213.0K<0.1%−3−0.1%ReducedHolders
Q2 20245,370$213.6K<0.1%+5,370NewHolders
Q1 20240$00.0%−6,667−100.0%Sold outHolders
Q4 20236,667$223.5K<0.1%+6,667NewHolders