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BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

PSA holding history

Public Storage 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.

PSA overviewAll 13F holders of PSAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2024
Holdings of PSA by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−833−100.0%Sold outHolders
Q4 2025833$216.2K<0.1%−953−53.4%ReducedHolders
Q3 20251,786$515.9K<0.1%+49+2.8%AddedHolders
Q2 20251,737$509.7K<0.1%−3−0.2%ReducedHolders
Q1 20251,740$520.8K<0.1%00.0%UnchangedHolders
Q4 20241,740$521.0K<0.1%00.0%UnchangedHolders
Q3 20241,740$633.1K<0.1%−3−0.2%ReducedHolders
Q2 20241,743$501.4K<0.1%+1,743NewHolders