SHP Wealth Management

Position in WD — Walker & Dunlop, Inc.

CIK 1807060 PLYMOUTH, MA

Position in WD

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$54

New position

Shares Held

1

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#267

of 267 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SHP Wealth Management holds $1,320 across 3 Mortgage Finance names. WD ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	62	$976
2	GHI	Greystone Housing Impact Investors LP	50	$290
3	WD	Walker & Dunlop, Inc. This page	1	$54

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54	1	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.