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Disclosery

Walker Financial Services, Inc.: FBND position timeline

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

Walker Financial Services, Inc. held 92,048 FBND 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 92,048 shares
    Change vs previous 13F -23,901 shares

    1.3% of the 13F portfolio, value $4,187,278.

    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 115,949 shares
    Change vs previous 13F -40,436 shares

    1.81% of the 13F portfolio, value $5,289,573.

    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 156,385 shares
    Change vs previous 13F -56,518 shares

    2.61% of the 13F portfolio, value $7,199,979.

    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 212,903 shares
    Change vs previous 13F -219,089 shares

    3.83% of the 13F portfolio, value $9,844,643.

    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 431,992 shares
    Change vs previous 13F +29,659 shares

    8.98% of the 13F portfolio, value $19,763,614.

    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 402,333 shares
    Change vs previous 13F +40,785 shares

    9.63% of the 13F portfolio, value $18,366,492.

    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 361,548 shares
    Change vs previous 13F +65,039 shares

    9.43% of the 13F portfolio, value $16,222,673.

    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 296,509 shares
    Change vs previous 13F not available

    9.37% of the 13F portfolio, value $13,858,831.

    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).