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Disclosery

Walker Financial Services, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walker Financial Services, Inc. on AGG, newest first. How the timeline and the estimate are built.

Walker Financial Services, Inc. held 75,444 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,444 shares
    Change vs previous 13F -16,592 shares

    2.31% of the 13F portfolio, value $7,467,541.

    13F-HR 0001172661-26-002621 filed by Walker Financial Services, Inc.
    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 92,036 shares
    Change vs previous 13F -32,422 shares

    3.13% of the 13F portfolio, value $9,136,438.

    13F-HR 0001172661-26-001556 filed by Walker Financial Services, Inc.
    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 124,458 shares
    Change vs previous 13F -32,897 shares

    4.5% of the 13F portfolio, value $12,430,871.

    13F-HR 0001172661-26-000340 filed by Walker Financial Services, Inc.
    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 157,355 shares
    Change vs previous 13F -300,426 shares

    6.14% of the 13F portfolio, value $15,774,888.

    13F-HR 0001172661-25-004183 filed by Walker Financial Services, Inc.
    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 457,781 shares
    Change vs previous 13F +25,257 shares

    20.64% of the 13F portfolio, value $45,411,921.

    13F-HR 0001172661-25-002563 filed by Walker Financial Services, Inc.
    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 432,524 shares
    Change vs previous 13F +47,299 shares

    22.42% of the 13F portfolio, value $42,785,242.

    13F-HR 0001172661-25-001552 filed by Walker Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 385,225 shares
    Change vs previous 13F +85,830 shares

    21.7% of the 13F portfolio, value $37,328,315.

    13F-HR 0001172661-25-000202 filed by Walker Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 299,395 shares
    Change vs previous 13F not available

    20.5% of the 13F portfolio, value $30,319,733.

    13F-HR 0001172661-24-004189 filed by Walker Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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