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Walkner Condon Financial Advisors LLC: LMBS position timeline

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

Walkner Condon Financial Advisors LLC held 471,806 LMBS 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 471,806 shares
    Change vs previous 13F +36,987 shares

    2.71% of the 13F portfolio, value $23,486,498.

    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 434,819 shares
    Change vs previous 13F +13,892 shares

    2.85% of the 13F portfolio, value $21,658,339.

    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 420,927 shares
    Change vs previous 13F +80,543 shares

    2.92% of the 13F portfolio, value $21,042,140.

    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 340,384 shares
    Change vs previous 13F +32,853 shares

    2.69% of the 13F portfolio, value $16,947,723.

    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 307,531 shares
    Change vs previous 13F +28,492 shares

    2.79% of the 13F portfolio, value $15,148,985.

    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 279,039 shares
    Change vs previous 13F +159,873 shares

    2.77% of the 13F portfolio, value $13,717,535.

    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 119,166 shares
    Change vs previous 13F -370 shares

    1.18% of the 13F portfolio, value $5,799,787.

    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 119,536 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $5,906,251.

    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).