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Walkner Condon Financial Advisors LLC: SPDW position timeline

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

Walkner Condon Financial Advisors LLC held 1,356,118 SPDW 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 1,356,118 shares
    Change vs previous 13F +91,840 shares

    7.87% of the 13F portfolio, value $68,337,982.

    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 1,264,278 shares
    Change vs previous 13F +140,395 shares

    7.61% of the 13F portfolio, value $57,713,609.

    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 1,123,883 shares
    Change vs previous 13F +269,518 shares

    6.93% of the 13F portfolio, value $49,912,648.

    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 854,365 shares
    Change vs previous 13F +121,174 shares

    5.79% of the 13F portfolio, value $36,558,293.

    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 733,191 shares
    Change vs previous 13F +48,886 shares

    5.46% of the 13F portfolio, value $29,686,918.

    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 684,305 shares
    Change vs previous 13F +239,449 shares

    5.04% of the 13F portfolio, value $24,915,537.

    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 444,856 shares
    Change vs previous 13F +21,364 shares

    3.08% of the 13F portfolio, value $15,182,928.

    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 423,492 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $15,906,374.

    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).