Bordeaux Wealth Advisors LLC: AEE position timeline

Bordeaux Wealth Advisors LLC held 4,545 AEE shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 4,545 shares

   Change vs previous 13F +25 shares

   0.06% of the 13F portfolio, value $436,502.

   13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-03-31

   13F 4,520 shares

   Change vs previous 13F -47 shares

   0.08% of the 13F portfolio, value $453,808.

   13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-12-31

   13F/A 4,567 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $407,103.

   13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-09-30

   13F 4,567 shares

   Change vs previous 13F +54 shares

   0.07% of the 13F portfolio, value $399,430.

   13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-06-30

   13F 4,513 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $320,920.

   13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).