Skip to content
Disclosery

Bordeaux Wealth Advisors LLC: IJH position timeline

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

Bordeaux Wealth Advisors LLC held 116,652 IJH 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 116,652 shares
    Change vs previous 13F -959 shares

    0.93% of the 13F portfolio, value $7,234,758.

    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 117,611 shares
    Change vs previous 13F -18,564 shares

    1.27% of the 13F portfolio, value $6,862,602.

    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 136,175 shares
    Change vs previous 13F -829 shares

    1.36% of the 13F portfolio, value $8,485,065.

    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 137,004 shares
    Change vs previous 13F -2,036 shares

    1.54% of the 13F portfolio, value $8,538,090.

    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 139,040 shares
    Change vs previous 13F -477 shares

    1.56% of the 13F portfolio, value $8,136,621.

    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 139,517 shares
    Change vs previous 13F +112,279 shares

    2.8% of the 13F portfolio, value $8,474,253.

    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 27,238 shares
    Change vs previous 13F -575 shares

    2.57% of the 13F portfolio, value $7,549,012.

    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 27,813 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $6,935,172.

    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).