Skip to content
Disclosery

Walkner Condon Financial Advisors LLC: SCHR position timeline

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

Walkner Condon Financial Advisors LLC held 450,208 SCHR 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 450,208 shares
    Change vs previous 13F -2,215 shares

    1.28% of the 13F portfolio, value $11,099,567.

    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 452,423 shares
    Change vs previous 13F +19,192 shares

    1.49% of the 13F portfolio, value $11,266,875.

    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 433,231 shares
    Change vs previous 13F +5,243 shares

    1.51% of the 13F portfolio, value $10,862,349.

    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 427,988 shares
    Change vs previous 13F +2,593 shares

    1.7% of the 13F portfolio, value $10,751,956.

    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 425,395 shares
    Change vs previous 13F +28,133 shares

    1.96% of the 13F portfolio, value $10,643,986.

    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 397,262 shares
    Change vs previous 13F +32,299 shares

    2% of the 13F portfolio, value $9,875,727.

    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 364,963 shares
    Change vs previous 13F +256,503 shares

    1.8% of the 13F portfolio, value $8,865,046.

    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 108,460 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $5,488,050.

    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).