Skip to content
Disclosery

Bordeaux Wealth Advisors LLC: DASH position timeline

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

Bordeaux Wealth Advisors LLC held 6,471 DASH 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 6,471 shares
    Change vs previous 13F -4,611 shares

    0.2% of the 13F portfolio, value $1,595,167.

    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 11,082 shares
    Change vs previous 13F -503 shares

    0.37% of the 13F portfolio, value $2,025,458.

    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 11,585 shares
    Change vs previous 13F +4 shares

    0.31% of the 13F portfolio, value $1,943,384.

    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 11,581 shares
    Change vs previous 13F -1,276 shares

    0.3% of the 13F portfolio, value $1,652,957.

    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 12,857 shares
    Change vs previous 13F -992 shares

    0.27% of the 13F portfolio, value $1,398,585.

    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 13,849 shares
    Change vs previous 13F +413 shares

    0.63% of the 13F portfolio, value $1,907,285.

    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 13,436 shares
    Change vs previous 13F -1,272 shares

    0.45% of the 13F portfolio, value $1,328,687.

    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 14,708 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,168,845.

    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).