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ShankerValleau Wealth Advisors, Inc.: DFAT position timeline

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

ShankerValleau Wealth Advisors, Inc. held 209,327 DFAT 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 209,327 shares
    Change vs previous 13F -6,017 shares

    3.85% of the 13F portfolio, value $14,631,957.

    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 215,344 shares
    Change vs previous 13F +2,485 shares

    3.79% of the 13F portfolio, value $13,448,233.

    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 212,859 shares
    Change vs previous 13F -515 shares

    3.43% of the 13F portfolio, value $12,673,625.

    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 213,374 shares
    Change vs previous 13F -6,908 shares

    3.19% of the 13F portfolio, value $12,420,523.

    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 220,282 shares
    Change vs previous 13F +5,781 shares

    3.39% of the 13F portfolio, value $11,886,394.

    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 214,501 shares
    Change vs previous 13F +28,402 shares

    3.59% of the 13F portfolio, value $11,044,661.

    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 186,099 shares
    Change vs previous 13F -7,770 shares

    3.33% of the 13F portfolio, value $10,358,293.

    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 193,869 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $10,784,913.

    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).