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Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Wiser Advisor Group 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)
519
Value
$29.6K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of BAC by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026519$29.6K<0.1%00.0%UnchangedHolders
Q1 2026519$25.3K<0.1%−755−59.3%ReducedHolders
Q4 20251,274$70.1K0.1%+755+145.5%AddedHolders
Q3 2025519$26.8K<0.1%+519NewHolders
Q2 20250$00.0%−572−100.0%Sold outHolders
Q1 2025572$23.9K<0.1%00.0%UnchangedHolders
Q4 2024572$25.1K<0.1%00.0%UnchangedHolders
Q3 2024572$22.7K<0.1%00.0%UnchangedHolders
Q2 2024572$22.7K<0.1%−65−10.2%ReducedHolders
Q1 2024637$24.2K<0.1%00.0%UnchangedHolders
Q4 2023637$21.4K<0.1%–No prior filingHolders