ShankerValleau Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$294M
Signature - Title
John D Valleau Jr - Partner/Chief Compliance Officer
Location
Skokie, IL
Summary
This page shows a list of all the recent 13F filings made by ShankerValleau Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ShankerValleau Wealth Advisors, Inc. reported 32 stock holdings with total value $294M as of Q3 2024. Top holdings included DFAC, ORCL, DFAX, DFUV, and VCSH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 32 $294M +$44.6M -$4.26M +$40.3M DFAC, ORCL, DFAX, DFUV, VCSH 13F-HR 10/8/2024, 03:51 PM
Q2 2024 26 $234M +$16.7M -$1.31M +$15.4M DFAC, DFAX, ORCL, VCSH, BNDX 13F-HR 7/2/2024, 01:15 PM
Q1 2024 24 $217M +$9.53M -$1.68M +$7.85M DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 4/17/2024, 12:51 PM
Q4 2023 23 $196M +$4.12M -$483K +$3.64M DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 1/11/2024, 10:12 AM
Q3 2023 22 $178M +$3.27M -$786K +$2.48M DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 10/12/2023, 05:14 PM
Q2 2023 25 $182M +$3.88M -$2.38M +$1.5M DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 7/12/2023, 01:43 PM
Q1 2023 21 $172M +$4.12M -$1.22M +$2.9M DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 4/17/2023, 12:07 PM
Q4 2022 21 $161M +$4.89M -$7.14M -$2.25M DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 1/12/2023, 07:26 PM
Q3 2022 15 $148M +$7.03M -$2.98M +$4.06M DFAC, DFAX, VCSH, BNDX, DFUV 13F-HR 10/5/2022, 11:24 AM
Q2 2022 16 $154M +$10.4M -$2.32M +$8.04M DFAC, DFAX, VCSH, BNDX, ORCL 13F-HR 7/8/2022, 02:38 PM
Q1 2022 18 $167M +$1.34M -$1.22M +$125K DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 4/28/2022, 10:00 AM
Q4 2021 17 $174M $0 $0 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 1/27/2022, 05:05 PM