Walker Financial Services, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Jan 15, 2025
Value $: $172M
Signature - Title: Carl Jurgens - CHIEF COMPLIANCE OFFICER
Location: Bowling Green, KY
Summary: This page shows a list of all the recent 13F filings made by Walker Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Walker Financial Services, Inc. reported 33 stock holdings with total value $172M as of Q4 2024. Top holdings included AGG, SCHD, SPSB, FBND, and STIP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	33	$172M	+$50.7M	-$245K	+$50.4M	AGG, SCHD, SPSB, FBND, STIP	13F-HR	1/15/2025, 05:18 PM
Q3 2024	29	$148M	+$27M	-$12.7M	+$14.3M	SCHD, AGG, SPSB, FBND, STIP	13F-HR	10/9/2024, 12:28 PM
Q2 2024	26	$128M	+$9.78M	-$3.01M	+$6.77M	SCHD, AGG, SPSB, SCHP, STIP	13F-HR	7/15/2024, 04:21 PM
Q1 2024	27	$122M	+$31M	-$8.4M	+$22.6M	SCHD, SPSB, AGG, SCHP, STIP	13F-HR	4/11/2024, 04:53 PM
Q4 2023	24	$96.7M	+$764K	-$12M	-$11.3M	SCHD, SPSB, STIP, SCHP, VXUS	13F-HR	1/9/2024, 02:38 PM
Q3 2023	22	$103M	+$6.82M	-$2.98M	+$3.84M	SPSB, SCHD, STIP, SCHP, VXUS	13F-HR	10/11/2023, 09:09 AM
Q2 2023	24	$101M	+$4.7M	-$643K	+$4.06M	SPSB, SCHD, STIP, SCHP, FSTA	13F-HR	7/11/2023, 02:34 PM
Q1 2023	24	$97M	$0	$0		SPSB, SCHD, STIP, SCHP, FSTA	13F-HR	5/10/2023, 09:52 AM
Q4 2022	24	$91.1M	+$3.82M	-$20.4M	-$16.6M	SPSB, SCHD, STIP, SCHP, FSTA	13F-HR	6/14/2023, 01:11 PM
Q3 2022	20	$107M	+$43.5M	-$33.5M	+$10.1M	SCHP, SPSB, SCHD, STIP, SCHO	13F-HR	6/6/2023, 11:13 AM
Q2 2022	25	$103M	+$9.46M	-$6.41M	+$3.05M	SCHP, SCHD, GNMA, VXUS, SPSB	13F-HR	6/6/2023, 11:12 AM
Q1 2022	26	$109M	$0	$0		SCHP, SCHD, GNMA, VXUS, MSFT	13F-HR	6/6/2023, 11:12 AM

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