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Disclosery

ShankerValleau Wealth Advisors, Inc.: VTV position timeline

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

ShankerValleau Wealth Advisors, Inc. held 1,151 VTV 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 1,151 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $250,837.

    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 1,151 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $225,826.

    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 1,168 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $223,076.

    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 1,168 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $217,820.

    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 1,168 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $206,432.

    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 1,168 shares
    Change vs previous 13F +1,168 shares

    0.07% of the 13F portfolio, value $201,760.

    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 0 shares
    Change vs previous 13F -1,168 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 1,168 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $203,898.

    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).