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Bordeaux Wealth Advisors LLC: IBIT position timeline

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

Bordeaux Wealth Advisors LLC held 34,877 IBIT 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 34,877 shares
    Change vs previous 13F +1,165 shares

    0.27% of the 13F portfolio, value $2,134,822.

    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 33,712 shares
    Change vs previous 13F -1,812 shares

    0.29% of the 13F portfolio, value $1,578,059.

    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 35,524 shares
    Change vs previous 13F +972 shares

    0.3% of the 13F portfolio, value $1,884,549.

    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 34,552 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,248,364.

    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).