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Disclosery

Walker Financial Services, Inc.: SPIB position timeline

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

Walker Financial Services, Inc. held 500,108 SPIB 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 500,108 shares
    Change vs previous 13F +32,966 shares

    5.18% of the 13F portfolio, value $16,733,633.

    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 467,142 shares
    Change vs previous 13F +32,789 shares

    5.36% of the 13F portfolio, value $15,667,954.

    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 434,353 shares
    Change vs previous 13F +22,582 shares

    5.32% of the 13F portfolio, value $14,685,503.

    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 411,771 shares
    Change vs previous 13F +251,151 shares

    5.43% of the 13F portfolio, value $13,954,916.

    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 160,620 shares
    Change vs previous 13F +11,007 shares

    2.45% of the 13F portfolio, value $5,393,635.

    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 149,613 shares
    Change vs previous 13F +14,601 shares

    2.61% of the 13F portfolio, value $4,973,148.

    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 135,012 shares
    Change vs previous 13F +9,295 shares

    2.57% of the 13F portfolio, value $4,422,998.

    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 125,717 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $4,237,931.

    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).