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Walkner Condon Financial Advisors LLC: SUSL position timeline

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

Walkner Condon Financial Advisors LLC held 15,798 SUSL 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 15,798 shares
    Change vs previous 13F -1,225 shares

    0.24% of the 13F portfolio, value $2,097,342.

    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 17,023 shares
    Change vs previous 13F +122 shares

    0.25% of the 13F portfolio, value $1,933,857.

    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 16,901 shares
    Change vs previous 13F +1,079 shares

    0.28% of the 13F portfolio, value $2,049,522.

    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 15,822 shares
    Change vs previous 13F -3,395 shares

    0.29% of the 13F portfolio, value $1,851,872.

    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 19,217 shares
    Change vs previous 13F -257 shares

    0.38% of the 13F portfolio, value $2,082,162.

    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 19,474 shares
    Change vs previous 13F +1,555 shares

    0.38% of the 13F portfolio, value $1,865,804.

    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 17,919 shares
    Change vs previous 13F +3,003 shares

    0.38% of the 13F portfolio, value $1,846,374.

    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 14,916 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,514,272.

    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).