ShankerValleau Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for ShankerValleau Wealth Advisors going back to Jan. 27, 2022
- ShankerValleau Wealth Advisors 2026 Q1 - filed April 15, 2026 - new!
- ShankerValleau Wealth Advisors 2025 Q4 - filed Jan. 6, 2026
- ShankerValleau Wealth Advisors 2025 Q3 - filed Oct. 9, 2025
- ShankerValleau Wealth Advisors 2025 Q2 - filed July 8, 2025
- ShankerValleau Wealth Advisors 2025 Q1 - filed April 16, 2025
- ShankerValleau Wealth Advisors 2024 Q4 - filed Jan. 6, 2025
- ShankerValleau Wealth Advisors 2024 Q3 - filed Oct. 8, 2024
- ShankerValleau Wealth Advisors 2024 Q2 - filed July 2, 2024
- ShankerValleau Wealth Advisors 2024 Q1 - filed April 17, 2024
- ShankerValleau Wealth Advisors 2023 Q4 - filed Jan. 11, 2024
- ShankerValleau Wealth Advisors 2023 Q3 - filed Oct. 12, 2023
- ShankerValleau Wealth Advisors 2023 Q2 - filed July 12, 2023
- ShankerValleau Wealth Advisors 2023 Q1 - filed April 17, 2023
- ShankerValleau Wealth Advisors 2022 Q4 - filed Jan. 13, 2023
- ShankerValleau Wealth Advisors 2022 Q3 - filed Oct. 5, 2022
- ShankerValleau Wealth Advisors 2022 Q2 - filed July 8, 2022
- ShankerValleau Wealth Advisors 2022 Q1 - filed April 28, 2022
- ShankerValleau Wealth Advisors 2021 Q4 - filed Jan. 27, 2022