Bordeaux Wealth Advisors LLC: DFAS position timeline

Bordeaux Wealth Advisors LLC held 74,609 DFAS 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 74,609 shares

   Change vs previous 13F +21 shares

   0.61% of the 13F portfolio, value $4,753,311.

   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 74,588 shares

   Change vs previous 13F -8,976 shares

   0.82% of the 13F portfolio, value $4,456,639.

   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 83,564 shares

   Change vs previous 13F -7,365 shares

   0.87% of the 13F portfolio, value $5,438,373.

   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 90,929 shares

   Change vs previous 13F +1,123 shares

   1.07% of the 13F portfolio, value $5,897,651.

   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 89,806 shares

   Change vs previous 13F -19,163 shares

   1.03% of the 13F portfolio, value $5,395,526.

   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).

6. period ended2024-03-31

   13F 108,969 shares

   Change vs previous 13F -2,394 shares

   2.25% of the 13F portfolio, value $6,793,098.

   13F-HR 0001765380-24-000169 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F/A 111,363 shares

   Change vs previous 13F -2,718 shares

   2.26% of the 13F portfolio, value $6,639,487.

   13F-HR/A 0001765380-24-000075 filed by Bordeaux Wealth Advisors LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 114,081 shares

   Change vs previous 13F not available

   2.42% of the 13F portfolio, value $5,988,137.

   13F-HR 0001765380-23-000190 filed by Bordeaux Wealth Advisors LLC
   Filed 2023-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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