Walker Financial Services, Inc.: SHV position timeline

Walker Financial Services, Inc. held 35,541 SHV 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 35,541 shares

   Change vs previous 13F -2,125 shares

   1.21% of the 13F portfolio, value $3,921,978.

   13F-HR 0001172661-26-002621 filed by Walker Financial Services, Inc.
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 37,666 shares

   Change vs previous 13F +576 shares

   1.42% of the 13F portfolio, value $4,157,950.

   13F-HR 0001172661-26-001556 filed by Walker Financial Services, Inc.
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 37,090 shares

   Change vs previous 13F +5,155 shares

   1.48% of the 13F portfolio, value $4,085,572.

   13F-HR 0001172661-26-000340 filed by Walker Financial Services, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 31,935 shares

   Change vs previous 13F +6,697 shares

   1.37% of the 13F portfolio, value $3,528,489.

   13F-HR 0001172661-25-004183 filed by Walker Financial Services, Inc.
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 25,238 shares

   Change vs previous 13F not available

   1.27% of the 13F portfolio, value $2,786,800.

   13F-HR 0001172661-25-002563 filed by Walker Financial Services, Inc.
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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