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Walkner Condon Financial Advisors LLC: OUNZ position timeline

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

Walkner Condon Financial Advisors LLC held 35,187 OUNZ 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 35,187 shares
    Change vs previous 13F -8,165 shares

    0.16% of the 13F portfolio, value $1,357,882.

    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 43,352 shares
    Change vs previous 13F +229 shares

    0.26% of the 13F portfolio, value $1,951,070.

    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 43,123 shares
    Change vs previous 13F -1,173 shares

    0.25% of the 13F portfolio, value $1,789,307.

    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 44,296 shares
    Change vs previous 13F +632 shares

    0.26% of the 13F portfolio, value $1,646,407.

    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 43,664 shares
    Change vs previous 13F +2,049 shares

    0.26% of the 13F portfolio, value $1,391,522.

    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 41,615 shares
    Change vs previous 13F +7 shares

    0.25% of the 13F portfolio, value $1,253,200.

    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 41,608 shares
    Change vs previous 13F -14 shares

    0.21% of the 13F portfolio, value $1,052,291.

    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 41,622 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,057,808.

    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).