BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by BKD Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 22,411
Value: $11.2M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of BRK.B by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,411	$11.2M	0.2%	+772+3.6%	Added	Holders
Q1 2026	21,639	$10.4M	0.2%	−267−1.2%	Reduced	Holders
Q4 2025	21,906	$11.0M	0.2%	+145+0.7%	Added	Holders
Q3 2025	21,761	$10.9M	0.2%	−525−2.4%	Reduced	Holders
Q2 2025	22,286	$10.8M	0.2%	+13+0.1%	Added	Holders
Q1 2025	22,273	$11.9M	0.3%	−1,378−5.8%	Reduced	Holders
Q4 2024	23,651	$10.7M	0.2%	−229−1.0%	Reduced	Holders
Q3 2024	23,880	$11.0M	0.3%	+1,878+8.5%	Added	Holders
Q2 2024	22,002	$8.95M	0.2%	−441−2.0%	Reduced	Holders
Q1 2024	22,443	$9.44M	0.2%	−221−1.0%	Reduced	Holders
Q4 2023	22,664	$8.08M	0.2%	−9,245−29.0%	Reduced	Holders
Q3 2023	31,909	$11.2M	0.3%	+1,307+4.3%	Added	Holders
Q2 2023	30,602	$10.4M	0.3%	+322+1.1%	Added	Holders
Q1 2023	30,280	$9.35M	0.3%	+247+0.8%	Added	Holders
Q4 2022	30,033	$9.28M	0.3%	−1,466−4.7%	Reduced	Holders
Q3 2022	31,499	$8.41M	0.3%	+132+0.4%	Added	Holders
Q2 2022	31,367	$8.56M	0.3%	+31,367	New	Holders
Q1 2022	0	$0	0.0%	−21,070−100.0%	Sold out	Holders
Q4 2021	21,070	$6.30M	0.3%	−314−1.5%	Reduced	Holders
Q3 2021	21,384	$5.84M	0.3%	−97−0.5%	Reduced	Holders
Q2 2021	21,481	$5.97M	0.3%	−2,235−9.4%	Reduced	Holders
Q1 2021	23,716	$6.06M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.