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ShankerValleau Wealth Advisors, Inc.: BNDX position timeline

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

ShankerValleau Wealth Advisors, Inc. held 356,458 BNDX 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 356,458 shares
    Change vs previous 13F +18,839 shares

    4.55% of the 13F portfolio, value $17,263,237.

    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 337,619 shares
    Change vs previous 13F +10,547 shares

    4.57% of the 13F portfolio, value $16,222,569.

    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 327,072 shares
    Change vs previous 13F +17,995 shares

    4.28% of the 13F portfolio, value $15,804,095.

    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 309,077 shares
    Change vs previous 13F +19,712 shares

    3.92% of the 13F portfolio, value $15,286,970.

    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 289,365 shares
    Change vs previous 13F +4,580 shares

    4.09% of the 13F portfolio, value $14,326,455.

    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).

  6. period ended2025-03-31
    13F 284,785 shares
    Change vs previous 13F +11,024 shares

    4.52% of the 13F portfolio, value $13,903,224.

    13F-HR 0001903273-25-000002 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).

  7. period ended2024-12-31
    13F 273,761 shares
    Change vs previous 13F +4,933 shares

    4.31% of the 13F portfolio, value $13,427,976.

    13F-HR 0001903273-25-000001 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).

  8. period ended2024-09-30
    13F 268,828 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $13,516,670.

    13F-HR 0001903273-24-000005 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).