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Invera Wealth Advisors, LLC

SEC CIK
0001976780
Latest filing
Jul 29, 2026

BAC holding history

Bank of America Corp in every 13F filed by Invera Wealth Advisors, 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)
7,599
Value
$433.0K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of BAC by Invera Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,599$433.0K0.2%+1,917+33.7%AddedHolders
Q1 20265,682$277.0K0.2%+5,682NewHolders