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Walker Financial Services, Inc.: SPSB position timeline

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

Walker Financial Services, Inc. held 975,719 SPSB 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 975,719 shares
    Change vs previous 13F +26,540 shares

    9.06% of the 13F portfolio, value $29,281,328.

    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 949,179 shares
    Change vs previous 13F -1,288 shares

    9.76% of the 13F portfolio, value $28,541,806.

    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 950,467 shares
    Change vs previous 13F -21,331 shares

    10.4% of the 13F portfolio, value $28,704,129.

    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 971,798 shares
    Change vs previous 13F -356,837 shares

    11.45% of the 13F portfolio, value $29,435,760.

    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 1,328,635 shares
    Change vs previous 13F +88,018 shares

    18.23% of the 13F portfolio, value $40,111,484.

    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 1,240,617 shares
    Change vs previous 13F +120,906 shares

    19.57% of the 13F portfolio, value $37,342,586.

    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 1,119,711 shares
    Change vs previous 13F +232,276 shares

    19.43% of the 13F portfolio, value $33,434,584.

    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 887,435 shares
    Change vs previous 13F not available

    18.17% of the 13F portfolio, value $26,871,528.

    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).