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Disclosery

ShankerValleau Wealth Advisors, Inc.: DFAX position timeline

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

ShankerValleau Wealth Advisors, Inc. held 1,275,089 DFAX 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 1,275,089 shares
    Change vs previous 13F -1,413 shares

    12.38% of the 13F portfolio, value $46,974,278.

    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 1,276,502 shares
    Change vs previous 13F -40,639 shares

    12.22% of the 13F portfolio, value $43,362,773.

    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 1,317,141 shares
    Change vs previous 13F -9,381 shares

    11.68% of the 13F portfolio, value $43,110,025.

    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 1,326,522 shares
    Change vs previous 13F +1,931 shares

    10.68% of the 13F portfolio, value $41,626,260.

    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 1,324,591 shares
    Change vs previous 13F -114,763 shares

    11.1% of the 13F portfolio, value $38,903,228.

    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 1,439,354 shares
    Change vs previous 13F -18,509 shares

    12.25% of the 13F portfolio, value $37,711,068.

    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 1,457,863 shares
    Change vs previous 13F +78,899 shares

    11.64% of the 13F portfolio, value $36,242,474.

    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 1,378,964 shares
    Change vs previous 13F not available

    12.69% of the 13F portfolio, value $37,245,814.

    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).