ShankerValleau Wealth Advisors, Inc.: CMF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ShankerValleau Wealth Advisors, Inc. on CMF, newest first. How the timeline and the estimate are built.
ShankerValleau Wealth Advisors, Inc. held 0 CMF shares at 2025-09-30 per its 13F-HR filed 2025-10-09.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -6,185 shares
13F-HR 0001903273-25-000005 filed by ShankerValleau Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 6,185 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $344,752.
13F-HR 0001903273-25-000004 filed by ShankerValleau Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,185 sharesChange vs previous 13F -114 shares
0.11% of the 13F portfolio, value $348,092.
13F-HR 0001903273-25-000002 filed by ShankerValleau Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,299 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $360,807.
13F-HR 0001903273-25-000001 filed by ShankerValleau Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,299 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $366,035.
13F-HR 0001903273-24-000005 filed by ShankerValleau Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).