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Bordeaux Wealth Advisors LLC: FXY position timeline

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

Bordeaux Wealth Advisors LLC held 0 FXY shares at 2024-03-31 per its 13F-HR filed 2024-04-29.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -5,383 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F/A 5,383 shares
    Change vs previous 13F -3,017 shares

    0.12% of the 13F portfolio, value $354,256.

    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).

  3. period ended2023-09-30
    13F 8,400 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $522,396.

    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).