Current Market Value 4,635,374,366
Current Holdings 396
Most Recent File Date 2025-07-29
Total Filings on Record 57
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BKD Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-29 2025-06-30 13F-HR 396 4,635,374
2025-05-13 2025-03-31 13F-HR 389 4,169,971
2025-02-04 2024-12-31 13F-HR 419 4,339,275
2024-11-14 2024-09-30 13F-HR 428 4,351,214
2024-08-09 2024-06-30 13F-HR 399 4,006,579
2024-04-19 2024-03-31 13F-HR 393 3,935,143
2024-01-11 2023-12-31 13F-HR 384 3,591,825
2023-10-26 2023-09-30 13F-HR 385 3,314,246
2023-08-08 2023-06-30 13F-HR 407 3,413,102
2023-04-27 2023-03-31 13F-HR 408 3,054,546
2023-02-03 2022-12-31 13F-HR 387 2,860,726
2022-10-14 2022-09-30 13F-HR 382 2,477,410
2022-07-22 2022-06-30 13F-HR 386 2,471,834
2022-05-10 2022-03-31 13F-HR 297 2,360,753
2022-01-14 2021-12-31 13F-HR 285 2,376,888
2021-10-14 2021-09-30 13F-HR 272 2,176,343
2021-07-14 2021-06-30 13F-HR 261 2,149,019
2021-04-23 2021-03-31 13F-HR 269 2,013,273
2021-01-22 2020-12-31 13F-HR 355 1,996,336
2020-11-05 2020-09-30 13F-HR 322 1,717,194
2020-07-15 2020-06-30 13F-HR 308 1,543,945
2020-04-10 2020-03-31 13F-HR 283 1,219,555
2020-01-13 2019-12-31 13F-HR 291 1,388,272
2019-10-28 2019-09-30 13F-HR 258 1,250,037
2019-07-10 2019-06-30 13F-HR 255 1,233,991
2019-04-10 2019-03-31 13F-HR 251 1,205,278
2019-01-28 2018-12-31 13F-HR/A 1 R 222 978,235
2019-01-15 2018-12-31 13F-HR 223 1,081,241
2018-10-09 2018-09-30 13F-HR 229 1,141,095
2018-07-13 2018-06-30 13F-HR 232 1,029,448
2018-05-25 2018-03-31 13F-HR/A 1 R 232 997,794
2018-04-20 2018-03-31 13F-HR 237 1,062,827
2018-01-18 2017-12-31 13F-HR 241 999,840
2017-10-13 2017-09-30 13F-HR 222 908,849
2017-07-10 2017-06-30 13F-HR 222 882,072
2017-04-13 2017-03-31 13F-HR 210 818,954
2017-01-06 2016-12-31 13F-HR 202 764,685
2016-10-18 2016-09-30 13F-HR 184 718,139
2016-07-12 2016-06-30 13F-HR 186 672,989
2016-04-12 2016-03-31 13F-HR 191 626,664
2016-01-26 2015-12-31 13F-HR 189 664,917
2015-11-10 2015-09-30 13F-HR/A 1 R 181 567,922
2015-10-13 2015-09-30 13F-HR 197 591,971
2015-07-08 2015-06-30 13F-HR 182 667,191
2015-04-16 2015-03-31 13F-HR 187 690,584
2015-02-26 2014-12-31 13F-HR/A 1 R 152 611,312
2015-01-15 2014-12-31 13F-HR 173 647,167
2015-02-26 2014-09-30 13F-HR/A 1 R 139 579,213
2014-10-10 2014-09-30 13F-HR 160 613,460
2015-02-26 2014-06-30 13F-HR/A 1 R 143 586,691
2014-07-11 2014-06-30 13F-HR 160 628,069
2014-04-29 2014-03-31 13F-HR 154 565,722
2014-01-14 2013-12-31 13F-HR/A 1 R 155 540,052
2014-01-13 2013-12-31 13F-HR 233 1,188,895
2014-01-16 2013-09-30 13F-HR/A 1 R 149 487,774
2013-11-14 2013-09-30 13F-HR 224 998,403
2013-07-19 2013-06-30 13F-HR 98 126,287