BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble 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.

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

Shares (Q2 2026): 34,310
Value: $5.03M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PG by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,310	$5.03M	0.1%	+1,074+3.2%	Added	Holders
Q1 2026	33,236	$4.80M	0.1%	+50+0.2%	Added	Holders
Q4 2025	33,186	$4.76M	0.1%	−9,881−22.9%	Reduced	Holders
Q3 2025	43,067	$6.62M	0.1%	−3,191−6.9%	Reduced	Holders
Q2 2025	46,258	$7.37M	0.2%	+1,480+3.3%	Added	Holders
Q1 2025	44,778	$7.63M	0.2%	+1,485+3.4%	Added	Holders
Q4 2024	43,293	$7.26M	0.2%	−493−1.1%	Reduced	Holders
Q3 2024	43,786	$7.58M	0.2%	+2,025+4.8%	Added	Holders
Q2 2024	41,761	$6.89M	0.2%	+1,950+4.9%	Added	Holders
Q1 2024	39,811	$6.46M	0.2%	−29,513−42.6%	Reduced	Holders
Q4 2023	69,324	$10.2M	0.3%	−2,519−3.5%	Reduced	Holders
Q3 2023	71,843	$10.5M	0.3%	+1,371+1.9%	Added	Holders
Q2 2023	70,472	$10.7M	0.3%	+4,435+6.7%	Added	Holders
Q1 2023	66,037	$9.82M	0.3%	−601−0.9%	Reduced	Holders
Q4 2022	66,638	$10.1M	0.4%	−737−1.1%	Reduced	Holders
Q3 2022	67,375	$8.51M	0.3%	−1,382−2.0%	Reduced	Holders
Q2 2022	68,757	$9.89M	0.4%	+37,458+119.7%	Added	Holders
Q1 2022	31,299	$4.78M	0.2%	−1,359−4.2%	Reduced	Holders
Q4 2021	32,658	$5.34M	0.2%	−538−1.6%	Reduced	Holders
Q3 2021	33,196	$4.64M	0.2%	+2,081+6.7%	Added	Holders
Q2 2021	31,115	$4.20M	0.2%	−3,804−10.9%	Reduced	Holders
Q1 2021	34,919	$4.73M	0.2%	–	–	Holders

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