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Walkner Condon Financial Advisors LLC: USB position timeline

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

Walkner Condon Financial Advisors LLC held 87,369 USB 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 87,369 shares
    Change vs previous 13F +10 shares

    0.61% of the 13F portfolio, value $5,277,088.

    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 87,359 shares
    Change vs previous 13F +89 shares

    0.6% of the 13F portfolio, value $4,543,542.

    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 87,270 shares
    Change vs previous 13F +71 shares

    0.65% of the 13F portfolio, value $4,656,727.

    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 87,199 shares
    Change vs previous 13F +54 shares

    0.67% of the 13F portfolio, value $4,214,328.

    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 87,145 shares
    Change vs previous 13F -1,262 shares

    0.73% of the 13F portfolio, value $3,943,321.

    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 88,407 shares
    Change vs previous 13F +192 shares

    0.75% of the 13F portfolio, value $3,732,544.

    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 88,215 shares
    Change vs previous 13F +71 shares

    0.86% of the 13F portfolio, value $4,219,323.

    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 88,144 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,030,825.

    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).