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McGinn Penninger Investment Management, Inc.: BAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGinn Penninger Investment Management, Inc. on BAC, newest first. How the timeline and the estimate are built.

McGinn Penninger Investment Management, Inc. held 122,166 BAC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,166 shares
    Change vs previous 13F -2,250 shares

    4.23% of the 13F portfolio, value $6,961,000.

    13F-HR 0001999371-26-016230 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 124,416 shares
    Change vs previous 13F -7,799 shares

    3.96% of the 13F portfolio, value $6,065,000.

    13F-HR 0001999371-26-009199 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,215 shares
    Change vs previous 13F +265 shares

    4.22% of the 13F portfolio, value $7,272,000.

    13F-HR 0001999371-26-002883 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,950 shares
    Change vs previous 13F -1,225 shares

    3.99% of the 13F portfolio, value $6,807,000.

    13F-HR 0001999371-25-017654 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 133,175 shares
    Change vs previous 13F -415 shares

    3.99% of the 13F portfolio, value $6,302,000.

    13F-HR 0001999371-25-010599 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 133,590 shares
    Change vs previous 13F -3,475 shares

    3.65% of the 13F portfolio, value $5,575,000.

    13F-HR 0001999371-25-004856 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,065 shares
    Change vs previous 13F -884 shares

    4.02% of the 13F portfolio, value $6,024,000.

    13F-HR 0001839882-25-008579 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 137,949 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $5,474,000.

    13F-HR 0001999371-24-014266 filed by McGinn Penninger Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).