ShankerValleau Wealth Advisors, Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Skokie, IL
CIK
0001903273
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 22 177,939 13F-HR 10/12/2023 000190327323000005 ShankerValleau Wealth Advisors, Inc.
Q2 2023 25 181,887 13F-HR 7/12/2023 000190327323000003 ShankerValleau Wealth Advisors, Inc.
Q1 2023 21 172,156 13F-HR 4/17/2023 000190327323000002 ShankerValleau Wealth Advisors, Inc.
Q4 2022 21 161,359 13F-HR 1/12/2023 000190327323000001 ShankerValleau Wealth Advisors, Inc.
Q3 2022 15 147,746 13F-HR 10/5/2022 000190327322000010 ShankerValleau Wealth Advisors, Inc.
Q2 2022 16 153,710 13F-HR 7/8/2022 000190327322000008 ShankerValleau Wealth Advisors, Inc.
Q1 2022 18 166,843 13F-HR 4/28/2022 000190327322000005 ShankerValleau Wealth Advisors, Inc.
Q4 2021 17 174,034 13F-HR 1/27/2022 000190327322000003 ShankerValleau Wealth Advisors, Inc.