Position in WD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$529,769
+$84,594 QoQ
Shares Held
9,685
-3.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#131
of 266 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $529,769 across 1 Mortgage Finance name. WD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
This page
|
9,685 | $529,769 |
All Filings in WD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,769 | 9,685 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $445,175 | 10,031 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $719,033 | 11,954 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,201,117 | 14,364 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,033,518 | 14,664 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,105,404 | 24,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,392,143 | 24,608 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,870,078 | 25,267 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,481,219 | 25,267 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,459,295 | 24,335 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,638,596 | 23,769 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,783,319 | 24,021 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,869,213 | 23,634 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,820,463 | 23,900 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,706,312 | 21,742 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,997,881 | 23,861 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,491,737 | 25,864 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,095,855 | 23,921 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $3,512,788 | 23,282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,598,923 | 22,898 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,333,206 | 22,353 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,352,335 | 22,896 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,299,598 | 14,123 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,162 | 154 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||