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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

LKFN holding history

Lakeland Financial Corp 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.

LKFN overviewAll 13F holders of LKFNFull Q2 2026 holdings

Shares (Q2 2026)
11,722
Value
$723.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LKFN by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,722$723.5K<0.1%00.0%UnchangedHolders
Q1 202611,722$672.6K<0.1%−36−0.3%ReducedHolders
Q4 202511,758$670.9K<0.1%00.0%UnchangedHolders
Q3 202511,758$754.9K<0.1%−64−0.5%ReducedHolders
Q2 202511,822$726.5K<0.1%00.0%UnchangedHolders
Q1 202511,822$702.7K<0.1%−57,053−82.8%ReducedHolders
Q4 202468,875$4.74M0.1%+255+0.4%AddedHolders
Q3 202468,620$4.47M0.1%+56,798+480.4%AddedHolders
Q2 202411,822$727.3K<0.1%00.0%UnchangedHolders
Q1 202411,822$784.0K<0.1%00.0%UnchangedHolders
Q4 202311,822$770.3K<0.1%00.0%UnchangedHolders
Q3 202311,822$561.1K<0.1%−55,435−82.4%ReducedHolders
Q2 202367,257$3.26M0.1%+3,725+5.9%AddedHolders
Q1 202363,532$3.98M0.1%+214+0.3%AddedHolders
Q4 202263,318$4.62M0.2%−137−0.2%ReducedHolders
Q3 202263,455$4.62M0.2%+175+0.3%AddedHolders
Q2 202263,280$4.20M0.2%+179+0.3%AddedHolders
Q1 202263,101$4.61M0.2%+157+0.2%AddedHolders
Q4 202162,944$5.04M0.2%+149+0.2%AddedHolders
Q3 202162,795$4.47M0.2%+155+0.2%AddedHolders
Q2 202162,640$3.86M0.2%+167+0.3%AddedHolders
Q1 202162,473$4.32M0.2%––Holders

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