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Bordeaux Wealth Advisors LLC: CDNS position timeline

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

Bordeaux Wealth Advisors LLC held 4,818 CDNS 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 4,818 shares
    Change vs previous 13F +132 shares

    0.19% of the 13F portfolio, value $1,484,667.

    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 4,686 shares
    Change vs previous 13F -97 shares

    0.22% of the 13F portfolio, value $1,191,791.

    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 4,783 shares
    Change vs previous 13F +45 shares

    0.23% of the 13F portfolio, value $1,437,101.

    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 4,738 shares
    Change vs previous 13F +565 shares

    0.23% of the 13F portfolio, value $1,284,141.

    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 4,173 shares
    Change vs previous 13F +21 shares

    0.25% of the 13F portfolio, value $1,284,241.

    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 4,152 shares
    Change vs previous 13F -35 shares

    0.43% of the 13F portfolio, value $1,292,435.

    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 4,187 shares
    Change vs previous 13F +14 shares

    0.39% of the 13F portfolio, value $1,140,414.

    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 4,173 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $977,734.

    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).