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Livermore
Livermore
ZHEN

BKD Wealth Advisors, LLC

SEC CIK
0001352864
Latest filing
Aug 10, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
9,029
Value
$3.10M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by BKD Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,029$3.10M0.1%+82+0.9%AddedHolders
Q1 20268,947$2.70M0.1%+43+0.5%AddedHolders
Q4 20258,904$3.12M0.1%+421+5.0%AddedHolders
Q3 20258,483$2.90M0.1%−1,697−16.7%ReducedHolders
Q2 202510,180$3.61M0.1%+138+1.4%AddedHolders
Q1 202510,042$3.52M0.1%+763+8.2%AddedHolders
Q4 20249,279$2.93M0.1%−329−3.4%ReducedHolders
Q3 20249,608$2.64M0.1%+169+1.8%AddedHolders
Q2 20249,439$2.48M0.1%+1,997+26.8%AddedHolders
Q1 20247,442$2.08M0.1%+842+12.8%AddedHolders
Q4 20236,600$1.72M<0.1%+212+3.3%AddedHolders
Q3 20236,388$1.47M<0.1%−259−3.9%ReducedHolders
Q2 20236,647$1.58M<0.1%+549+9.0%AddedHolders
Q1 20236,098$1.37M<0.1%+192+3.3%AddedHolders
Q4 20225,906$1.23M<0.1%+217+3.8%AddedHolders
Q3 20225,689$1.01M<0.1%+187+3.4%AddedHolders
Q2 20225,502$1.08M<0.1%+1,217+28.4%AddedHolders
Q1 20224,285$950.0K<0.1%+189+4.6%AddedHolders
Q4 20214,096$888.0K<0.1%−83−2.0%ReducedHolders
Q3 20214,179$931.0K<0.1%+10.0%AddedHolders
Q2 20214,178$977.0K<0.1%−341−7.5%ReducedHolders
Q1 20214,519$957.0K<0.1%––Holders

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