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Lakeland Financial Corporation shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Lakeland Financial Corporation (LKFN) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Lakeland Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including Lakeland Financial Corporation held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lakeland Financial Corporation by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $755k 12k 64.20
2025-06-30 $727k 12k 61.45
2025-03-31 $703k 12k 59.44
2024-12-31 $4.7M 69k 68.76
2024-09-30 $4.5M 69k 65.12
2024-06-30 $727k 12k 61.52
2024-03-31 $784k 12k 66.32
2023-12-31 $770k 12k 65.16
2023-09-30 $561k 12k 47.46
2023-06-30 $3.3M 67k 48.52
2023-03-31 $4.0M 64k 62.64
2022-12-31 $4.6M 63k 72.97
2022-09-30 $4.6M 64k 72.81
2022-06-30 $4.2M 63k 66.42
2022-03-31 $4.6M 63k 72.99
2021-12-31 $5.0M 63k 80.13
2021-09-30 $4.5M 63k 71.25
2021-06-30 $3.9M 63k 61.65
2021-03-31 $4.3M 63k 69.20
2020-12-31 $3.3M 62k 53.58
2020-09-30 $2.1M 51k 41.20
2020-06-30 $2.4M 51k 46.59
2020-03-31 $1.9M 51k 36.76
2019-12-31 $2.5M 51k 48.93
2019-09-30 $2.2M 51k 43.97
2019-06-30 $2.4M 52k 46.83
2019-03-31 $2.0M 44k 45.22
2018-12-31 $552k 14k 40.14
2018-09-30 $1.9M 41k 46.48
2018-06-30 $1.8M 37k 48.20
2018-03-31 $1.7M 37k 47.29
2017-12-31 $1.4M 29k 48.49
2017-09-30 $945k 19k 48.70
2017-06-30 $887k 19k 45.90
2017-03-31 $637k 15k 43.13
2016-12-31 $699k 15k 47.39

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
T Rowe Price Etf Us Equity Resear (TSPA)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for BKD Wealth Advisors

Top funds holding Lakeland Financial Corporation

BlackRock
Neuberger Berman Group
Vanguard Group
State Street Corporation
Charles Schwab Investment Management
Silvercrest Asset Management Group
Victory Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Geode Capital Management
Neumeier Poma Investment Counsel
Nfj Investment Group
Btim
Northern Trust
Hanna Zanoni

View all funds holding Lakeland Financial Corporation