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Walker Financial Services, Inc.: STIP position timeline

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

Walker Financial Services, Inc. held 241,916 STIP 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 241,916 shares
    Change vs previous 13F +26,868 shares

    7.64% of the 13F portfolio, value $24,714,179.

    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 215,048 shares
    Change vs previous 13F +27,116 shares

    7.61% of the 13F portfolio, value $22,242,434.

    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 187,932 shares
    Change vs previous 13F +29,300 shares

    6.97% of the 13F portfolio, value $19,242,381.

    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 158,632 shares
    Change vs previous 13F -9,515 shares

    6.38% of the 13F portfolio, value $16,396,238.

    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 168,147 shares
    Change vs previous 13F +11,507 shares

    7.87% of the 13F portfolio, value $17,303,977.

    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 156,640 shares
    Change vs previous 13F +16,107 shares

    8.49% of the 13F portfolio, value $16,207,513.

    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 140,533 shares
    Change vs previous 13F +39,770 shares

    8.22% of the 13F portfolio, value $14,137,688.

    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 100,763 shares
    Change vs previous 13F not available

    6.9% of the 13F portfolio, value $10,209,343.

    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).