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Bordeaux Wealth Advisors LLC: CHGG position timeline

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

Bordeaux Wealth Advisors LLC held 13,182 CHGG 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 13,182 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $15,951.

    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 12,992 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,305.

    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 12,992 shares
    Change vs previous 13F -273 shares

    <0.01% of the 13F portfolio, value $20,918.

    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 13,265 shares
    Change vs previous 13F +137 shares

    <0.01% of the 13F portfolio, value $23,480.

    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 13,128 shares
    Change vs previous 13F +136 shares

    0.01% of the 13F portfolio, value $41,485.

    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 12,992 shares
    Change vs previous 13F -46,932 shares

    0.03% of the 13F portfolio, value $98,350.

    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 59,924 shares
    Change vs previous 13F +5,390 shares

    0.23% of the 13F portfolio, value $680,737.

    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 54,534 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $486,444.

    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).