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ShankerValleau Wealth Advisors, Inc.: DFAC position timeline

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

ShankerValleau Wealth Advisors, Inc. held 2,197,279 DFAC 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 2,197,279 shares
    Change vs previous 13F -64,602 shares

    25.68% of the 13F portfolio, value $97,471,296.

    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 2,261,881 shares
    Change vs previous 13F +36,289 shares

    24.77% of the 13F portfolio, value $87,896,696.

    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 2,225,592 shares
    Change vs previous 13F -35,495 shares

    23.88% of the 13F portfolio, value $88,111,187.

    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 2,261,087 shares
    Change vs previous 13F -39,664 shares

    22.39% of the 13F portfolio, value $87,210,107.

    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 2,300,751 shares
    Change vs previous 13F +13,868 shares

    23.52% of the 13F portfolio, value $82,458,923.

    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 2,286,883 shares
    Change vs previous 13F +214,968 shares

    24.5% of the 13F portfolio, value $75,444,260.

    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 2,071,915 shares
    Change vs previous 13F -68,679 shares

    23.01% of the 13F portfolio, value $71,667,529.

    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 2,140,594 shares
    Change vs previous 13F not available

    25% of the 13F portfolio, value $73,400,968.

    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).