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ShankerValleau Wealth Advisors, Inc.: VTIP position timeline

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

ShankerValleau Wealth Advisors, Inc. held 188,667 VTIP 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 188,667 shares
    Change vs previous 13F +6,876 shares

    2.5% of the 13F portfolio, value $9,476,743.

    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 181,791 shares
    Change vs previous 13F +4,119 shares

    2.56% of the 13F portfolio, value $9,080,460.

    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 177,672 shares
    Change vs previous 13F +10,727 shares

    2.38% of the 13F portfolio, value $8,787,657.

    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 166,945 shares
    Change vs previous 13F +8,448 shares

    2.17% of the 13F portfolio, value $8,452,443.

    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 158,497 shares
    Change vs previous 13F +2,223 shares

    2.27% of the 13F portfolio, value $7,967,640.

    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 156,274 shares
    Change vs previous 13F +2,002 shares

    2.53% of the 13F portfolio, value $7,798,075.

    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 154,272 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $7,469,858.

    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).