ShankerValleau Wealth Advisors, Inc. quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ShankerValleau Wealth Advisors, Inc. opened 1 positions, added to 0, reduced 6, sold out of 0 and left 15 unchanged. The largest increase in value was PGR (+$287,993); the largest decrease was ORCL (-$473,036).
Two Form 13F-HR filings compared (SEC CIK 1903273): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-09). 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; share change is the position change.
No position of this class changed this way between the two filings.
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