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Bordeaux Wealth Advisors LLC: IWM position timeline

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

Bordeaux Wealth Advisors LLC held 1,856 IWM 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 1,856 shares
    Change vs previous 13F +312 shares

    0.05% of the 13F portfolio, value $400,507.

    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 1,544 shares
    Change vs previous 13F +110 shares

    0.06% of the 13F portfolio, value $308,059.

    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 1,434 shares
    Change vs previous 13F +200 shares

    0.05% of the 13F portfolio, value $316,851.

    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 1,234 shares
    Change vs previous 13F +143 shares

    0.05% of the 13F portfolio, value $272,474.

    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 1,091 shares
    Change vs previous 13F -707 shares

    0.04% of the 13F portfolio, value $221,353.

    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 1,798 shares
    Change vs previous 13F -4,220 shares

    0.13% of the 13F portfolio, value $378,120.

    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 6,018 shares
    Change vs previous 13F -546 shares

    0.41% of the 13F portfolio, value $1,207,873.

    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 6,564 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,160,122.

    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).