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Disclosery

ShankerValleau Wealth Advisors, Inc.: DISV position timeline

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

ShankerValleau Wealth Advisors, Inc. held 132,189 DISV 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 132,189 shares
    Change vs previous 13F +3,359 shares

    1.4% of the 13F portfolio, value $5,304,745.

    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 128,830 shares
    Change vs previous 13F -1,282 shares

    1.43% of the 13F portfolio, value $5,081,055.

    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 130,112 shares
    Change vs previous 13F +1,055 shares

    1.34% of the 13F portfolio, value $4,944,256.

    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 129,057 shares
    Change vs previous 13F +734 shares

    1.18% of the 13F portfolio, value $4,606,056.

    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 128,323 shares
    Change vs previous 13F -8,601 shares

    1.2% of the 13F portfolio, value $4,223,109.

    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 136,924 shares
    Change vs previous 13F +3,839 shares

    1.29% of the 13F portfolio, value $3,987,235.

    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 133,085 shares
    Change vs previous 13F +26,128 shares

    1.14% of the 13F portfolio, value $3,536,079.

    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 106,957 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,108,168.

    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).