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Disclosery

Walker Financial Services, Inc.: SCHB position timeline

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

Walker Financial Services, Inc. held 928,968 SCHB 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 928,968 shares
    Change vs previous 13F +144,295 shares

    8.32% of the 13F portfolio, value $26,902,921.

    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 784,673 shares
    Change vs previous 13F +163,491 shares

    6.74% of the 13F portfolio, value $19,695,288.

    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 621,182 shares
    Change vs previous 13F +193,690 shares

    5.9% of the 13F portfolio, value $16,293,607.

    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 427,492 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $10,990,830.

    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).