Walkner Condon Financial Advisors LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Walkner Condon Financial Advisors LLC opened 14 positions, added to 60, reduced 27, sold out of 6 and left 0 unchanged. The largest increase in value was AAPL (+$4,655,864); the largest decrease was USEW (-$2,199,797).
- USEW: Country of operation United States; Class CAMBRIA US EQUAL; Shares 2026-03-31 45,004; Shares 2026-06-30 0.
- IAUM: Country of operation United States; Class SHARES REPRESENT; Shares 2026-03-31 7,031; Shares 2026-06-30 0.
- ISRG: Country of operation United States; Class COM NEW; Shares 2026-03-31 578; Shares 2026-06-30 0.
- HSY: Country of operation United States; Class COM; Shares 2026-03-31 1,057; 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.
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