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Disclosery

ShankerValleau Wealth Advisors, Inc.: VCRB position timeline

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

ShankerValleau Wealth Advisors, Inc. held 192,792 VCRB 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 192,792 shares
    Change vs previous 13F +10,757 shares

    3.92% of the 13F portfolio, value $14,889,847.

    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 182,035 shares
    Change vs previous 13F +2,566 shares

    3.97% of the 13F portfolio, value $14,085,868.

    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 179,469 shares
    Change vs previous 13F +12,320 shares

    3.79% of the 13F portfolio, value $13,979,739.

    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 167,149 shares
    Change vs previous 13F +10,528 shares

    3.36% of the 13F portfolio, value $13,106,153.

    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 156,621 shares
    Change vs previous 13F +5,389 shares

    3.47% of the 13F portfolio, value $12,150,657.

    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 151,232 shares
    Change vs previous 13F +2,786 shares

    3.8% of the 13F portfolio, value $11,709,894.

    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 148,446 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $11,253,691.

    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).