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Disclosery

Walker Financial Services, Inc.: SPY position timeline

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

Walker Financial Services, Inc. held 561 SPY 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 561 shares
    Change vs previous 13F -14 shares

    0.13% of the 13F portfolio, value $419,407.

    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 575 shares
    Change vs previous 13F -2 shares

    0.13% of the 13F portfolio, value $374,087.

    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 577 shares
    Change vs previous 13F -16 shares

    0.14% of the 13F portfolio, value $393,975.

    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 593 shares
    Change vs previous 13F -16 shares

    0.15% of the 13F portfolio, value $395,247.

    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 609 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $376,281.

    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 590 shares
    Change vs previous 13F +64 shares

    0.17% of the 13F portfolio, value $329,836.

    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 526 shares
    Change vs previous 13F -89 shares

    0.18% of the 13F portfolio, value $308,436.

    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 615 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $352,771.

    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).