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Walker Financial Services, Inc.: TBUX position timeline

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

Walker Financial Services, Inc. held 116,637 TBUX 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 116,637 shares
    Change vs previous 13F -7,931 shares

    1.8% of the 13F portfolio, value $5,805,070.

    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 124,568 shares
    Change vs previous 13F +2,160 shares

    2.12% of the 13F portfolio, value $6,197,281.

    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 122,408 shares
    Change vs previous 13F +17,072 shares

    2.21% of the 13F portfolio, value $6,102,073.

    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 105,336 shares
    Change vs previous 13F +22,078 shares

    2.04% of the 13F portfolio, value $5,249,929.

    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 83,258 shares
    Change vs previous 13F +78,405 shares

    1.88% of the 13F portfolio, value $4,141,268.

    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 4,853 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,916.

    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).