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Walkner Condon Financial Advisors LLC: VYM position timeline

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

Walkner Condon Financial Advisors LLC held 13,371 VYM 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 13,371 shares
    Change vs previous 13F +149 shares

    0.24% of the 13F portfolio, value $2,113,019.

    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 13,222 shares
    Change vs previous 13F -197 shares

    0.26% of the 13F portfolio, value $1,958,178.

    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 13,419 shares
    Change vs previous 13F -932 shares

    0.27% of the 13F portfolio, value $1,925,895.

    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 14,351 shares
    Change vs previous 13F +2,461 shares

    0.32% of the 13F portfolio, value $2,022,741.

    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 11,890 shares
    Change vs previous 13F -293 shares

    0.29% of the 13F portfolio, value $1,584,995.

    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 12,183 shares
    Change vs previous 13F +42 shares

    0.32% of the 13F portfolio, value $1,571,144.

    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 12,141 shares
    Change vs previous 13F +49 shares

    0.31% of the 13F portfolio, value $1,549,066.

    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 12,092 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,550,150.

    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).