BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

DLTR holding history

Dollar Tree, 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.

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

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of DLTR by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−3,879−100.0%	Sold out	Holders
Q4 2024	3,879	$290.7K	<0.1%	+5+0.1%	Added	Holders
Q3 2024	3,874	$272.4K	<0.1%	+3,874	New	Holders