Skip to content
Disclosery

Walkner Condon Financial Advisors LLC: CWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walkner Condon Financial Advisors LLC on CWI, newest first. How the timeline and the estimate are built.

Walkner Condon Financial Advisors LLC held 140,659 CWI 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 140,659 shares
    Change vs previous 13F +1,655 shares

    0.66% of the 13F portfolio, value $5,720,601.

    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 139,004 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $5,086,139.

    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 139,004 shares
    Change vs previous 13F +2,419 shares

    0.69% of the 13F portfolio, value $4,993,006.

    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 136,585 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $4,769,559.

    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 136,585 shares
    Change vs previous 13F +1,889 shares

    0.82% of the 13F portfolio, value $4,460,876.

    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 134,696 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $3,984,308.

    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 134,696 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $3,763,406.

    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 134,696 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,100,146.

    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).