Skip to content
Disclosery

Bordeaux Wealth Advisors LLC: GE position timeline

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

Bordeaux Wealth Advisors LLC held 1,194 GE 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 1,194 shares
    Change vs previous 13F -11 shares

    0.04% of the 13F portfolio, value $307,324.

    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 1,205 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $241,181.

    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).