BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co 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.

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

Shares (Q2 2026): 53,543
Value: $5.15M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of DIS by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,543	$5.15M	0.1%	−615−1.1%	Reduced	Holders
Q1 2026	54,158	$5.22M	0.1%	+405+0.8%	Added	Holders
Q4 2025	53,753	$6.12M	0.1%	+707+1.3%	Added	Holders
Q3 2025	53,046	$6.07M	0.1%	−1,372−2.5%	Reduced	Holders
Q2 2025	54,418	$6.75M	0.1%	+2,067+3.9%	Added	Holders
Q1 2025	52,351	$5.17M	0.1%	+3,363+6.9%	Added	Holders
Q4 2024	48,988	$5.45M	0.1%	−1,553−3.1%	Reduced	Holders
Q3 2024	50,541	$4.86M	0.1%	+535+1.1%	Added	Holders
Q2 2024	50,006	$4.97M	0.1%	+975+2.0%	Added	Holders
Q1 2024	49,031	$6.00M	0.2%	+877+1.8%	Added	Holders
Q4 2023	48,154	$4.35M	0.1%	−4,023−7.7%	Reduced	Holders
Q3 2023	52,177	$4.23M	0.1%	−13,874−21.0%	Reduced	Holders
Q2 2023	66,051	$5.90M	0.2%	+15,027+29.5%	Added	Holders
Q1 2023	51,024	$5.11M	0.2%	+7,061+16.1%	Added	Holders
Q4 2022	43,963	$3.82M	0.1%	−5,548−11.2%	Reduced	Holders
Q3 2022	49,511	$4.67M	0.2%	+3,652+8.0%	Added	Holders
Q2 2022	45,859	$4.33M	0.2%	−2,790−5.7%	Reduced	Holders
Q1 2022	48,649	$6.67M	0.3%	+4,041+9.1%	Added	Holders
Q4 2021	44,608	$6.91M	0.3%	+1,557+3.6%	Added	Holders
Q3 2021	43,051	$7.28M	0.3%	+1,204+2.9%	Added	Holders
Q2 2021	41,847	$7.36M	0.3%	−1,312−3.0%	Reduced	Holders
Q1 2021	43,159	$7.96M	0.4%	–	–	Holders

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