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Disclosery

Warm Springs Advisors Inc.: BAC position timeline

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

Warm Springs Advisors Inc. held 13,624 BAC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,624 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $776,296.

    13F-HR 0001214659-26-010000 filed by Warm Springs Advisors 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 13,624 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $664,170.

    13F-HR 0001214659-26-005329 filed by Warm Springs Advisors 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 13,624 shares
    Change vs previous 13F -1,640 shares

    0.58% of the 13F portfolio, value $749,320.

    13F-HR 0001214659-26-000880 filed by Warm Springs Advisors 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 15,264 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $787,470.

    13F-HR 0001214659-25-016243 filed by Warm Springs Advisors 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 15,264 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $722,292.

    13F-HR 0001214659-25-011580 filed by Warm Springs Advisors 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 15,264 shares
    Change vs previous 13F -1 shares

    0.64% of the 13F portfolio, value $636,967.

    13F-HR 0001214659-25-011578 filed by Warm Springs Advisors 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 15,265 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $670,897.

    13F-HR 0001214659-25-003041 filed by Warm Springs Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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