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Walkner Condon Financial Advisors LLC: SCHC position timeline

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

Walkner Condon Financial Advisors LLC held 34,553 SCHC 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 34,553 shares
    Change vs previous 13F +91 shares

    0.19% of the 13F portfolio, value $1,662,690.

    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 34,462 shares
    Change vs previous 13F -545 shares

    0.21% of the 13F portfolio, value $1,608,600.

    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 35,007 shares
    Change vs previous 13F -3,643 shares

    0.22% of the 13F portfolio, value $1,594,186.

    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 38,650 shares
    Change vs previous 13F +116 shares

    0.28% of the 13F portfolio, value $1,755,574.

    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 38,534 shares
    Change vs previous 13F +4,419 shares

    0.3% of the 13F portfolio, value $1,640,570.

    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 34,115 shares
    Change vs previous 13F +233 shares

    0.25% of the 13F portfolio, value $1,224,535.

    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 33,882 shares
    Change vs previous 13F +1,609 shares

    0.24% of the 13F portfolio, value $1,162,969.

    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 32,273 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,244,092.

    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).