Skip to content
Disclosery

ShankerValleau Wealth Advisors, Inc.: DFIV position timeline

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

ShankerValleau Wealth Advisors, Inc. held 364,529 DFIV 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 364,529 shares
    Change vs previous 13F +90 shares

    5.19% of the 13F portfolio, value $19,691,857.

    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 364,439 shares
    Change vs previous 13F -14,657 shares

    5.42% of the 13F portfolio, value $19,235,090.

    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 379,096 shares
    Change vs previous 13F -8,698 shares

    5.13% of the 13F portfolio, value $18,916,890.

    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 387,794 shares
    Change vs previous 13F +536 shares

    4.59% of the 13F portfolio, value $17,885,044.

    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 387,258 shares
    Change vs previous 13F -42,242 shares

    4.73% of the 13F portfolio, value $16,586,249.

    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 429,500 shares
    Change vs previous 13F -31,215 shares

    5.49% of the 13F portfolio, value $16,905,116.

    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 460,715 shares
    Change vs previous 13F +225,494 shares

    5.25% of the 13F portfolio, value $16,346,164.

    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 235,221 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $8,957,231.

    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).