Skip to content
Disclosery

Walkner Condon Financial Advisors LLC: SPEM position timeline

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

Walkner Condon Financial Advisors LLC held 52,790 SPEM 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 52,790 shares
    Change vs previous 13F -5,923 shares

    0.31% of the 13F portfolio, value $2,733,466.

    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 58,713 shares
    Change vs previous 13F -2,823 shares

    0.36% of the 13F portfolio, value $2,754,248.

    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 61,536 shares
    Change vs previous 13F +1,891 shares

    0.4% of the 13F portfolio, value $2,880,521.

    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 59,645 shares
    Change vs previous 13F -2,553 shares

    0.44% of the 13F portfolio, value $2,791,963.

    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 62,198 shares
    Change vs previous 13F -9,886 shares

    0.49% of the 13F portfolio, value $2,658,325.

    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 72,084 shares
    Change vs previous 13F -261,325 shares

    0.57% of the 13F portfolio, value $2,837,946.

    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 333,409 shares
    Change vs previous 13F -7,987 shares

    2.6% of the 13F portfolio, value $12,792,902.

    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 341,396 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $14,092,833.

    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).