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Walkner Condon Financial Advisors LLC: SPYM position timeline

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

Walkner Condon Financial Advisors LLC held 559,275 SPYM 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 559,275 shares
    Change vs previous 13F +21,064 shares

    5.66% of the 13F portfolio, value $49,149,127.

    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 538,211 shares
    Change vs previous 13F +32,428 shares

    5.43% of the 13F portfolio, value $41,194,708.

    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 505,783 shares
    Change vs previous 13F +96,299 shares

    5.64% of the 13F portfolio, value $40,573,884.

    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 409,484 shares
    Change vs previous 13F +37,766 shares

    5.08% of the 13F portfolio, value $32,073,622.

    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 371,718 shares
    Change vs previous 13F +26,852 shares

    4.97% of the 13F portfolio, value $27,020,196.

    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 344,866 shares
    Change vs previous 13F -64,434 shares

    4.59% of the 13F portfolio, value $22,678,420.

    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 409,300 shares
    Change vs previous 13F +933 shares

    5.73% of the 13F portfolio, value $28,217,143.

    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 408,367 shares
    Change vs previous 13F not available

    5.63% of the 13F portfolio, value $27,568,824.

    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).