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Walkner Condon Financial Advisors LLC: SCHO position timeline

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

Walkner Condon Financial Advisors LLC held 74,570 SCHO 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 74,570 shares
    Change vs previous 13F -2,322 shares

    0.21% of the 13F portfolio, value $1,800,113.

    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 76,892 shares
    Change vs previous 13F +1,775 shares

    0.25% of the 13F portfolio, value $1,866,162.

    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 75,117 shares
    Change vs previous 13F +923 shares

    0.25% of the 13F portfolio, value $1,830,594.

    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 74,194 shares
    Change vs previous 13F -8,063 shares

    0.29% of the 13F portfolio, value $1,809,894.

    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 82,257 shares
    Change vs previous 13F -37,209 shares

    0.37% of the 13F portfolio, value $2,005,428.

    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 119,466 shares
    Change vs previous 13F -7,531 shares

    0.59% of the 13F portfolio, value $2,907,811.

    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 126,997 shares
    Change vs previous 13F +78,478 shares

    0.62% of the 13F portfolio, value $3,055,541.

    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 48,519 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,376,476.

    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).