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Walker Asset Management, LLC: CMS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walker Asset Management, LLC on CMS, newest first. How the timeline and the estimate are built.

Walker Asset Management, LLC held 2,836 CMS shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,836 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $216,979.

    13F-HR 0001214659-26-008409 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,814 shares
    Change vs previous 13F +2,814 shares

    0.12% of the 13F portfolio, value $218,330.

    13F-HR 0001214659-26-005033 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,774 shares

    13F-HR 0001214659-26-000534 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 2,774 shares
    Change vs previous 13F +2,774 shares

    0.11% of the 13F portfolio, value $203,208.

    13F-HR 0001214659-25-014909 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,732 shares

    13F-HR 0001214659-25-010498 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,732 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $205,179.

    13F-HR 0001214659-25-005873 filed by Walker Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).