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Bordeaux Wealth Advisors LLC: BA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bordeaux Wealth Advisors LLC on BA, newest first. How the timeline and the estimate are built.

Bordeaux Wealth Advisors LLC held 102,407 BA 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 102,407 shares
    Change vs previous 13F -8,990 shares

    2.75% of the 13F portfolio, value $21,457,331.

    13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 111,397 shares
    Change vs previous 13F +18,329 shares

    3.52% of the 13F portfolio, value $18,998,752.

    13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 93,068 shares
    Change vs previous 13F -7,305 shares

    2.65% of the 13F portfolio, value $16,473,113.

    13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 100,373 shares
    Change vs previous 13F -2,725 shares

    2.76% of the 13F portfolio, value $15,260,665.

    13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 103,098 shares
    Change vs previous 13F +101,028 shares

    3.59% of the 13F portfolio, value $18,764,811.

    13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,070 shares
    Change vs previous 13F +116 shares

    0.13% of the 13F portfolio, value $399,554.

    13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F/A 1,954 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $509,336.

    13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,950 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $373,781.

    13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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