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Disclosery

ShankerValleau Wealth Advisors, Inc.: DUSB position timeline

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

ShankerValleau Wealth Advisors, Inc. held 5,973 DUSB 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 5,973 shares
    Change vs previous 13F -3,607 shares

    0.08% of the 13F portfolio, value $303,309.

    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 9,580 shares
    Change vs previous 13F +70 shares

    0.14% of the 13F portfolio, value $485,802.

    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 9,510 shares
    Change vs previous 13F -2,458 shares

    0.13% of the 13F portfolio, value $481,682.

    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 11,968 shares
    Change vs previous 13F -5,286 shares

    0.16% of the 13F portfolio, value $607,738.

    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 17,254 shares
    Change vs previous 13F -20,406 shares

    0.25% of the 13F portfolio, value $875,617.

    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 37,660 shares
    Change vs previous 13F -144,297 shares

    0.62% of the 13F portfolio, value $1,910,509.

    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 181,957 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $9,205,200.

    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).