Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
BAC holding history
Bank of America Corp in every 13F filed by Meriwether Wealth & Planning, 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)
- 4,319
- Value
- $246.1K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,319 | $246.1K | 0.1% | −59−1.3% | Reduced | Holders |
| Q1 2026 | 4,378 | $213.4K | 0.1% | −15,093−77.5% | Reduced | Holders |
| Q4 2025 | 19,471 | $1.07M | 0.6% | −597−3.0% | Reduced | Holders |
| Q3 2025 | 20,068 | $1.04M | 0.6% | +595+3.1% | Added | Holders |
| Q2 2025 | 19,473 | $921.5K | 0.6% | −968−4.7% | Reduced | Holders |
| Q1 2025 | 20,441 | $853.0K | 0.6% | +2,868+16.3% | Added | Holders |
| Q4 2024 | 17,573 | $772.3K | 0.5% | – | No prior filing | Holders |