Bank of America Corporation shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $290k | 5.6k | 51.59 |
| 2025-06-30 | $259k | 5.5k | 47.32 |
| 2025-03-31 | $239k | 5.7k | 41.73 |
| 2024-12-31 | $257k | 5.8k | 43.95 |
| 2024-09-30 | $225k | 5.7k | 39.68 |
| 2024-06-30 | $1.1M | 26k | 39.77 |
| 2024-03-31 | $1.1M | 29k | 37.92 |
| 2023-12-31 | $763k | 23k | 33.67 |
| 2023-09-30 | $637k | 23k | 27.38 |
| 2023-06-30 | $718k | 25k | 28.69 |