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ShankerValleau Wealth Advisors, Inc.: VCSH position timeline

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

ShankerValleau Wealth Advisors, Inc. held 304,502 VCSH 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 304,502 shares
    Change vs previous 13F +16,347 shares

    6.34% of the 13F portfolio, value $24,064,754.

    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 288,155 shares
    Change vs previous 13F +5,916 shares

    6.44% of the 13F portfolio, value $22,842,007.

    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 282,239 shares
    Change vs previous 13F +15,263 shares

    6.1% of the 13F portfolio, value $22,502,876.

    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 266,976 shares
    Change vs previous 13F +14,567 shares

    5.48% of the 13F portfolio, value $21,339,419.

    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 252,409 shares
    Change vs previous 13F +6,895 shares

    5.72% of the 13F portfolio, value $20,066,509.

    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 245,514 shares
    Change vs previous 13F +2,254 shares

    6.29% of the 13F portfolio, value $19,380,861.

    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 243,260 shares
    Change vs previous 13F -24,538 shares

    6.09% of the 13F portfolio, value $18,976,713.

    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 267,798 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $21,268,482.

    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).