Bordeaux Wealth Advisors LLC: IXN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bordeaux Wealth Advisors LLC on IXN, newest first. How the timeline and the estimate are built.
Bordeaux Wealth Advisors LLC held 95,380 IXN shares at 2025-06-30 per its 13F-HR filed 2025-08-04.
the latest 13F is the newest step
- period ended2025-06-3013F 95,380 sharesChange vs previous 13F +11 shares
1.13% of the 13F portfolio, value $8,807,344.
13F-HR 0001765380-25-000279 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 95,369 sharesChange vs previous 13F 0 shares
1.34% of the 13F portfolio, value $7,223,245.
13F-HR 0001765380-25-000149 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 95,369 sharesChange vs previous 13F -541 shares
1.3% of the 13F portfolio, value $8,082,519.
13F-HR/A 0001765380-25-000022 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 95,910 sharesChange vs previous 13F 0 shares
1.43% of the 13F portfolio, value $7,915,454.
13F-HR 0001765380-24-000400 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 95,910 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $7,943,268.
13F-HR 0001765380-24-000263 filed by Bordeaux Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).