BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SSB holding history

SouthState Bank 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.

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

Shares (Q2 2026): 2,683
Value: $268.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SSB by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,683	$268.0K	<0.1%	−816−23.3%	Reduced	Holders
Q1 2026	3,499	$323.7K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	3,499	$329.2K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	3,499	$345.9K	<0.1%	+3,499	New	Holders