Walkner Condon Financial Advisors LLC: BUFD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walkner Condon Financial Advisors LLC on BUFD, newest first. How the timeline and the estimate are built.
Walkner Condon Financial Advisors LLC held 50,765 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 50,765 sharesChange vs previous 13F -4,737 shares
0.17% of the 13F portfolio, value $1,508,736.
13F-HR 0001817494-26-000003 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,502 sharesChange vs previous 13F -3,750 shares
0.2% of the 13F portfolio, value $1,554,056.
13F-HR 0001817494-26-000002 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 59,252 sharesChange vs previous 13F +8,561 shares
0.23% of the 13F portfolio, value $1,673,276.
13F-HR 0001817494-26-000001 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,691 sharesChange vs previous 13F -2,433 shares
0.22% of the 13F portfolio, value $1,401,099.
13F-HR 0001817494-25-000003 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 53,124 sharesChange vs previous 13F -18,408 shares
0.26% of the 13F portfolio, value $1,410,973.
13F-HR 0001085146-25-004588 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 71,532 sharesChange vs previous 13F -144,677 shares
0.36% of the 13F portfolio, value $1,784,723.
13F-HR 0001085146-25-002240 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 216,209 sharesChange vs previous 13F +1,471 shares
1.12% of the 13F portfolio, value $5,517,654.
13F-HR 0001085146-25-000620 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 214,738 sharesChange vs previous 13F not available
1.1% of the 13F portfolio, value $5,377,040.
13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).