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Walkner Condon Financial Advisors LLC: SPSM position timeline

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

Walkner Condon Financial Advisors LLC held 55,849 SPSM 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 55,849 shares
    Change vs previous 13F +863 shares

    0.37% of the 13F portfolio, value $3,220,784.

    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 54,986 shares
    Change vs previous 13F +1,911 shares

    0.35% of the 13F portfolio, value $2,656,921.

    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 53,075 shares
    Change vs previous 13F +888 shares

    0.35% of the 13F portfolio, value $2,487,089.

    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 52,187 shares
    Change vs previous 13F -325 shares

    0.38% of the 13F portfolio, value $2,417,292.

    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 52,512 shares
    Change vs previous 13F -11,528 shares

    0.41% of the 13F portfolio, value $2,236,999.

    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 64,040 shares
    Change vs previous 13F -100,084 shares

    0.53% of the 13F portfolio, value $2,609,607.

    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 164,124 shares
    Change vs previous 13F +4,022 shares

    1.5% of the 13F portfolio, value $7,372,346.

    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 160,102 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $7,284,311.

    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).