ShankerValleau Wealth Advisors, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ShankerValleau Wealth Advisors, Inc. opened 21 positions, added to 19, reduced 23 and sold out of 8.
- Q1 2026: Stock V; Country of operation United States; Class COM CL A; Shares before 576.
- Q3 2025: Stock V; Country of operation United States; Class COM CL A; Shares before 576.
- Q2 2025: Stock MRK; Country of operation United States; Class COM; Shares before 2,407.
- Q2 2025: Stock JNJ; Country of operation United States; Class COM; Shares before 1,219.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1903273), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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