North Berkeley Wealth Management, LLC

SEC CIK: 0002062383
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

BAC holding history

Bank of America Corp in every 13F filed by North Berkeley Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overview All 13F holders of BAC Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of BAC by North Berkeley Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−4,778−100.0%	Sold out	Holders
Q4 2025	4,778	$262.8K	0.2%	+4,778	New	Holders
Q1 2025	0	$0	0.0%	−5,166−100.0%	Sold out	Holders
Q4 2024	5,166	$227.0K	0.2%	–	No prior filing	Holders