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Walkner Condon Financial Advisors LLC Last Quarter Change: Foreign Stocks, Sold Out

Walkner Condon Financial Advisors LLC quarter change: Foreign Stocks, Sold out

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Walkner Condon Financial Advisors LLC opened 9 positions, added to 9, reduced 2, sold out of 2 and left 0 unchanged. The largest increase in value was TSM (+$578,781); the largest decrease was TM (-$283,786).

  • TM: Country of operation —; Class ADS; Shares 2026-03-31 1,377; Shares 2026-06-30 0.
  • NGG: Country of operation —; Class SPONSORED ADR NE; Shares 2026-03-31 3,138; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1817494): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
TM
TOYOTA MOTOR CORP
ADS1,3770-1,377$283,786$0-$283,786
NGG
NATIONAL GRID PLC
SPONSORED ADR NE3,1380-3,138$265,475$0-$265,475

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