Advertisement
Screener

Walker Financial Services, Inc. Historic Quarter Change: Foreign Funds, Sold Out

Walker Financial Services, Inc. historic quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Walker Financial Services, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1965479), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-15); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
BAROMETER CAPITAL MANAGEMENT INC.Canada$0.292B114
CURIO WEALTH, LLCUnited States$0.293B1,256
PENNINGTON PARTNERS & CO., LLCUnited States$0.292B114
Sharper & Granite LLCUnited States$0.293B107
Nixon Capital, LLCUnited States$0.293B22
BURKETT FINANCIAL SERVICES, LLCUnited States$0.292B251
FAMILY WEALTH PARTNERS, LLCUnited States$0.293B105
Roth Financial Partners LLCUnited States$0.293B31
Francisco Partners Management, LPUnited States$0.292B3
LCC Family Corp.Canada$0.292B1