BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv 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.

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

Shares (Q2 2026): 11,011
Value: $540.1K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of FISV by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,011	$540.1K	<0.1%	−727−6.2%	Reduced	Holders
Q1 2026	11,738	$655.0K	<0.1%	+1,203+11.4%	Added	Holders
Q4 2025	10,535	$707.6K	<0.1%	−10,711−50.4%	Reduced	Holders
Q3 2025	21,246	$2.74M	0.1%	+593+2.9%	Added	Holders
Q2 2025	20,653	$3.56M	0.1%	−768−3.6%	Reduced	Holders
Q1 2025	21,421	$4.73M	0.1%	−962−4.3%	Reduced	Holders
Q4 2024	22,383	$4.60M	0.1%	−1,014−4.3%	Reduced	Holders
Q3 2024	23,397	$4.20M	0.1%	−202−0.9%	Reduced	Holders
Q2 2024	23,599	$3.52M	0.1%	+1,392+6.3%	Added	Holders
Q1 2024	22,207	$3.55M	0.1%	−669−2.9%	Reduced	Holders
Q4 2023	22,876	$3.04M	0.1%	−1,102−4.6%	Reduced	Holders
Q3 2023	23,978	$2.71M	0.1%	−15,644−39.5%	Reduced	Holders
Q2 2023	39,622	$5.00M	0.1%	+11,148+39.2%	Added	Holders
Q1 2023	28,474	$3.22M	0.1%	−463−1.6%	Reduced	Holders
Q4 2022	28,937	$2.92M	0.1%	+1,154+4.2%	Added	Holders
Q3 2022	27,783	$2.60M	0.1%	+5,162+22.8%	Added	Holders
Q2 2022	22,621	$2.01M	0.1%	−1,031−4.4%	Reduced	Holders
Q1 2022	23,652	$2.40M	0.1%	+3,438+17.0%	Added	Holders
Q4 2021	20,214	$2.10M	0.1%	−1,209−5.6%	Reduced	Holders
Q3 2021	21,423	$2.32M	0.1%	+1,590+8.0%	Added	Holders
Q2 2021	19,833	$2.12M	0.1%	+1,769+9.8%	Added	Holders
Q1 2021	18,064	$2.15M	0.1%	–	–	Holders

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