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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

  1. period ended2026-06-30
    13F 50,765 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,502 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 59,252 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,691 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 53,124 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 71,532 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 216,209 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 214,738 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).