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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

KBAL holding history

Kimball International 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.

KBAL overviewAll 13F holders of KBALFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of KBAL by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−36,198−100.0%Sold outHolders
Q4 202236,198$235.3K<0.1%00.0%UnchangedHolders
Q3 202236,198$227.0K<0.1%00.0%UnchangedHolders
Q2 202236,198$278.0K<0.1%−1,594−4.2%ReducedHolders
Q1 202237,792$320.0K<0.1%00.0%UnchangedHolders
Q4 202137,792$387.0K<0.1%−3,712−8.9%ReducedHolders
Q3 202141,504$464.0K<0.1%−614−1.5%ReducedHolders
Q2 202142,118$554.0K<0.1%+614+1.5%AddedHolders
Q1 202141,504$581.0K<0.1%––Holders

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