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ShankerValleau Wealth Advisors, Inc.: AVLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ShankerValleau Wealth Advisors, Inc. on AVLC, newest first. How the timeline and the estimate are built.

ShankerValleau Wealth Advisors, Inc. held 88,673 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,673 shares
    Change vs previous 13F -2,070 shares

    2.1% of the 13F portfolio, value $7,977,023.

    13F-HR 0001903273-26-000003 filed by ShankerValleau Wealth Advisors, Inc.
    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 90,743 shares
    Change vs previous 13F +8,486 shares

    1.98% of the 13F portfolio, value $7,037,120.

    13F-HR 0001903273-26-000002 filed by ShankerValleau Wealth Advisors, Inc.
    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 82,257 shares
    Change vs previous 13F -211 shares

    1.75% of the 13F portfolio, value $6,467,045.

    13F-HR 0001903273-26-000001 filed by ShankerValleau Wealth Advisors, Inc.
    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 82,468 shares
    Change vs previous 13F +733 shares

    1.62% of the 13F portfolio, value $6,309,627.

    13F-HR 0001903273-25-000005 filed by ShankerValleau Wealth Advisors, Inc.
    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 81,735 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $5,806,454.

    13F-HR 0001903273-25-000004 filed by ShankerValleau Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).