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Walkner Condon Financial Advisors LLC: USRT position timeline

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

Walkner Condon Financial Advisors LLC held 71,829 USRT 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 71,829 shares
    Change vs previous 13F +4,737 shares

    0.55% of the 13F portfolio, value $4,773,052.

    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 67,092 shares
    Change vs previous 13F +7,620 shares

    0.52% of the 13F portfolio, value $3,971,184.

    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 59,472 shares
    Change vs previous 13F +13,763 shares

    0.47% of the 13F portfolio, value $3,387,525.

    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 45,709 shares
    Change vs previous 13F +10,837 shares

    0.43% of the 13F portfolio, value $2,682,170.

    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 34,872 shares
    Change vs previous 13F +6,404 shares

    0.36% of the 13F portfolio, value $1,972,344.

    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 28,468 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,639,757.

    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).