Current Market Value 543,391,023
Current Holdings 277
Most Recent File Date 2025-08-06
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Walkner Condon Financial Advisors LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-06 2025-06-30 13F-HR 277 543,391
2025-04-23 2025-03-31 13F-HR 267 494,426
2025-01-30 2024-12-31 13F-HR 282 492,157
2024-10-31 2024-09-30 13F-HR 265 490,105
2024-08-09 2024-06-30 13F-HR/A 1 R 255 463,434
2024-07-26 2024-06-30 13F-HR 255 463,434
2024-04-23 2024-03-31 13F-HR 266 471,406
2024-01-24 2023-12-31 13F-HR 265 439,131
2023-10-19 2023-09-30 13F-HR 240 377,181
2023-07-21 2023-06-30 13F-HR 239 377,801
2023-04-21 2023-03-31 13F-HR 233 356,809
2023-01-26 2022-12-31 13F-HR 230 334,369
2022-10-28 2022-09-30 13F-HR 215 310,291
2022-08-04 2022-06-30 13F-HR 215 319,496
2022-05-03 2022-03-31 13F-HR 215 351,690,000
2022-02-11 2021-12-31 13F-HR 120 153,663,000
2021-11-04 2021-09-30 13F-HR 142 203,181
2021-08-10 2021-06-30 13F-HR 164 272,739
2021-04-13 2021-03-31 13F-HR 163 257,337
2021-01-12 2020-12-31 13F-HR 135 231,898
2020-11-19 2020-09-30 13F-HR/A 1 R 120 186,737
2020-11-10 2020-09-30 13F-HR 121 191,582
2020-08-26 2020-06-30 13F-HR 60 113,555
2020-08-26 2020-03-31 13F-HR 52 93,622
2020-08-26 2019-12-31 13F-HR 68 103,721