Walker Financial Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$148M
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 29 stock holdings with total value $148M as of Q3 2024. Top holdings included SCHD, AGG, SPSB, FBND, and STIP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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