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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

SEC CIK
0002016209
Latest filing
Aug 26, 2026

BAC holding history

Bank of America Corp in every 13F filed by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, 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)
8,058
Value
$515.0K
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of BAC by SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,058$515.0K0.3%+8,058NewHolders