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Disclosery

Walker Asset Management, LLC: SGOV position timeline

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

Walker Asset Management, LLC held 21,815 SGOV 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 21,815 shares
    Change vs previous 13F +5,148 shares

    1.11% of the 13F portfolio, value $2,196,116.

    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 16,667 shares
    Change vs previous 13F +1,111 shares

    0.91% of the 13F portfolio, value $1,677,700.

    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 15,556 shares
    Change vs previous 13F +329 shares

    0.84% of the 13F portfolio, value $1,561,511.

    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).

  4. period ended2025-09-30
    13F 15,227 shares
    Change vs previous 13F -3,607 shares

    0.86% of the 13F portfolio, value $1,533,359.

    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 18,834 shares
    Change vs previous 13F -1,856 shares

    1.09% of the 13F portfolio, value $1,896,395.

    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).

  6. period ended2025-03-31
    13F 20,690 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,082,862.

    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).